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 | $39,017 | $72,492-46.2% | $87,100-55.2% | $72,985-46.5% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.4pp | 69.5%+5.0pp |
| Annual return | 70.93% | 24.46%+46.5pp | 28.19%+42.7pp | 81.00%-10.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,490 | $3,270+190.3% | $4,049+134.4% | $3,607+163.1% |
| Admin fee / account holder | $2,477 | $5,055-51.0% | $7,497-67.0% | $5,124-51.7% |