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 | $34,285 | $99,985-65.7% | $146,665-76.6% | $85,850-60.1% |
| Participation rate | 72.5% | 73.1%-0.6pp | 80.1%-7.6pp | 69.3%+3.2pp |
| Annual return | 13.34% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,822 | $4,006+45.3% | $5,506+5.7% | $3,952+47.3% |
| Admin fee / account holder | $9,698 | $7,702+25.9% | $10,280-5.7% | $6,260+54.9% |