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 | $84,448 | $118,849-28.9% | $96,562-12.5% | $167,490-49.6% |
| Participation rate | 78.6% | 75.5%+3.1pp | 69.8%+8.8pp | 82.1%-3.5pp |
| Annual return | 10.17% | 50.49%-40.3pp | 37.78%-27.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $747 | $3,120-76.1% | $2,356-68.3% | $4,837-84.6% |
| Participant deferral / active EE | $3,813 | $4,616-17.4% | $3,849-0.9% | $6,341-39.9% |
| Admin fee / account holder | $393 | $8,065-95.1% | $6,181-93.6% | $12,309-96.8% |