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 | $22,598 | $103,376-78.1% | $87,100-74.1% | $152,861-85.2% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 77.43% | 28.10%+49.3pp | 28.19%+49.2pp | 345.32%-267.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,622 | $4,778+122.3% | $4,049+162.4% | $5,850+81.6% |
| Admin fee / account holder | $2,328 | $12,205-80.9% | $7,497-68.9% | $11,596-79.9% |