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 | $89,259 | $118,849-24.9% | $96,562-7.6% | $167,490-46.7% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 16.64% | 50.49%-33.8pp | 37.78%-21.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $733 | $3,120-76.5% | $2,356-68.9% | $4,837-84.8% |
| Participant deferral / active EE | $1,186 | $4,616-74.3% | $3,849-69.2% | $6,341-81.3% |
| Admin fee / account holder | $1,587 | $8,065-80.3% | $6,181-74.3% | $12,309-87.1% |