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 | $57,104 | $58,208-1.9% | $81,812-30.2% | $80,856-29.4% |
| Participation rate | 87.0% | 63.4%+23.5pp | 72.3%+14.6pp | 67.6%+19.3pp |
| Annual return | 12.80% | 41.66%-28.9pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,040 | $3,281-7.3% | $4,319-29.6% | $4,296-29.2% |
| Admin fee / account holder | $8,759 | $4,981+75.8% | $7,386+18.6% | $6,918+26.6% |