See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,791 | $99,985-12.2% | $146,665-40.1% | $85,850+2.3% |
| Participation rate | 73.1% | 73.1%0pp | 80.1%-7.0pp | 69.3%+3.8pp |
| Annual return | 11.44% | 18.93%-7.5pp | 22.74%-11.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,388 | $2,559-45.8% | $4,136-66.5% | $2,565-45.9% |
| Participant deferral / active EE | $2,351 | $4,006-41.3% | $5,506-57.3% | $3,952-40.5% |
| Admin fee / account holder | $679 | $7,702-91.2% | $10,280-93.4% | $6,260-89.2% |