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 | $81,003 | $92,222-12.2% | $76,768+5.5% | $135,375-40.2% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | 19.40% | 5.46%+13.9pp | 2.43%+17.0pp | 519.73%-500.3pp |
| Employer contribution / active EE | $906 | $3,216-71.8% | $2,485-63.5% | $4,779-81.0% |
| Participant deferral / active EE | $3,017 | $4,509-33.1% | $3,852-21.7% | $5,609-46.2% |
| Admin fee / account holder | $940 | $10,748-91.3% | $6,675-85.9% | $10,827-91.3% |