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 5-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 | $34,253 | $117,983-71.0% | $101,794-66.4% | $142,382-75.9% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.2%+4.5pp | 80.1%-6.4pp |
| Annual return | 11.61% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,255 | $4,714+11.5% | $4,084+28.7% | $6,507-19.2% |
| Admin fee / account holder | $1,366 | $10,433-86.9% | $8,777-84.4% | $12,624-89.2% |