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 | $25,474 | $48,046-47.0% | $84,611-69.9% | $72,985-65.1% |
| Participation rate | 78.3% | 57.6%+20.7pp | 68.2%+10.0pp | 69.5%+8.8pp |
| Annual return | 43.36% | 37.38%+6.0pp | 258.74%-215.4pp | 81.00%-37.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,294 | $2,680-14.4% | $3,899-41.2% | $3,607-36.4% |
| Admin fee / account holder | $2,873 | $3,395-15.4% | $4,912-41.5% | $5,124-43.9% |