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 | $72,053 | $58,828+22.5% | $77,999-7.6% | $62,891+14.6% |
| Participation rate | 97.1% | 71.1%+26.0pp | 75.5%+21.5pp | 69.3%+27.8pp |
| Annual return | 7.71% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $475 | $1,672-71.6% | $2,470-80.8% | $2,281-79.2% |
| Participant deferral / active EE | $3,318 | $2,686+23.6% | $3,497-5.1% | $3,203+3.6% |
| Admin fee / account holder | $1,446 | $4,393-67.1% | $5,480-73.6% | $4,296-66.3% |