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 | $33,238 | $232,540-85.7% | $185,117-82.0% | $147,584-77.5% |
| Participation rate | 78.9% | 82.4%-3.4pp | 77.3%+1.7pp | 82.8%-3.9pp |
| Annual return | 12.55% | 43.03%-30.5pp | 40.50%-27.9pp | 578.55%-566.0pp |
| Employer contribution / active EE | $714 | $5,195-86.3% | $4,182-82.9% | $4,876-85.4% |
| Participant deferral / active EE | $7,171 | $5,834+22.9% | $5,045+42.1% | $5,439+31.8% |
| Admin fee / account holder | $1,089 | $10,275-89.4% | $8,159-86.7% | $10,885-90.0% |