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 | $39,581 | $89,355-55.7% | $141,162-72.0% | $72,985-45.8% |
| Participation rate | 81.6% | 75.1%+6.5pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 40.65% | 111.85%-71.2pp | 71.39%-30.7pp | 81.00%-40.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,148 | $5,418+87.3% | $6,709+51.3% | $3,607+181.3% |
| Admin fee / account holder | $8,038 | $5,958+34.9% | $10,261-21.7% | $5,124+56.9% |