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 | $86,631 | $127,777-32.2% | $106,548-18.7% | $167,490-48.3% |
| Participation rate | 88.9% | 78.3%+10.6pp | 76.1%+12.8pp | 82.1%+6.8pp |
| Annual return | 11.03% | 33.87%-22.8pp | 26.80%-15.8pp | 478.56%-467.5pp |
| Employer contribution / active EE | $600 | $3,427-82.5% | $2,819-78.7% | $4,837-87.6% |
| Participant deferral / active EE | $3,208 | $5,087-36.9% | $4,398-27.1% | $6,341-49.4% |
| Admin fee / account holder | $2,513 | $11,228-77.6% | $7,407-66.1% | $12,309-79.6% |