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 9-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 | $51,873 | $91,190-43.1% | $178,490-70.9% | $79,858-35.0% |
| Participation rate | 70.2% | 69.2%+1.0pp | 81.9%-11.7pp | 69.6%+0.6pp |
| Annual return | 25.00% | 24.19%+0.8pp | 151.07%-126.1pp | 31.71%-6.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,445 | $3,236+222.7% | $5,202+100.8% | $3,740+179.3% |
| Admin fee / account holder | $3,046 | $6,751-54.9% | $13,984-78.2% | $5,306-42.6% |