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 7-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 | $59,603 | $105,126-43.3% | $94,646-37.0% | $139,434-57.3% |
| Participation rate | 76.5% | 82.4%-5.9pp | 80.8%-4.4pp | 80.3%-3.8pp |
| Annual return | 36.16% | 38.03%-1.9pp | 156.71%-120.5pp | 372.94%-336.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,948 | $7,599-8.6% | $7,418-6.3% | $6,710+3.6% |
| Admin fee / account holder | $1,305 | $8,984-85.5% | $7,231-81.9% | $11,403-88.6% |