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 | $85,249 | $78,705+8.3% | $117,854-27.7% | $70,131+21.6% |
| Participation rate | 98.5% | 73.2%+25.3pp | 79.7%+18.8pp | 69.5%+29.0pp |
| Annual return | 19.98% | 23.30%-3.3pp | 335.08%-315.1pp | 73.14%-53.2pp |
| Employer contribution / active EE | $585 | $2,223-73.7% | $3,786-84.6% | $2,342-75.0% |
| Participant deferral / active EE | $3,129 | $3,297-5.1% | $4,482-30.2% | $3,332-6.1% |
| Admin fee / account holder | $1,145 | $5,065-77.4% | $8,020-85.7% | $4,645-75.3% |