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 | $68,667 | $109,359-37.2% | $162,163-57.7% | $72,985-5.9% |
| Participation rate | 71.4% | 84.3%-12.8pp | 87.6%-16.1pp | 69.5%+1.9pp |
| Annual return | 46.35% | 25.46%+20.9pp | 115.59%-69.2pp | 81.00%-34.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,769 | $5,481+78.2% | $7,298+33.9% | $3,607+170.8% |
| Admin fee / account holder | $11,299 | $7,972+41.7% | $10,843+4.2% | $5,124+120.5% |