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 | $89,939 | $101,069-11.0% | $81,478+10.4% | $147,584-39.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.36% | 32.40%-17.0pp | 38.78%-23.4pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,594 | $3,205-19.1% | $2,568+1.0% | $4,876-46.8% |
| Participant deferral / active EE | $3,930 | $4,242-7.3% | $3,537+11.1% | $5,439-27.7% |
| Admin fee / account holder | $2,092 | $5,812-64.0% | $4,561-54.1% | $10,885-80.8% |