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 | $86,291 | $85,766+0.6% | $136,294-36.7% | $70,131+23.0% |
| Participation rate | 73.8% | 74.2%-0.3pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 22.66% | 31.45%-8.8pp | 5155.94%-5133.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $1,929 | $2,966-35.0% | $4,695-58.9% | $2,342-17.7% |
| Participant deferral / active EE | $3,140 | $5,051-37.8% | $6,247-49.7% | $3,332-5.8% |
| Admin fee / account holder | $444 | $5,420-91.8% | $9,243-95.2% | $4,645-90.4% |