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 | $35,796 | $71,050-49.6% | $93,606-61.8% | $80,856-55.7% |
| Participation rate | 91.4% | 60.4%+31.0pp | 68.7%+22.7pp | 67.6%+23.8pp |
| Annual return | 13.85% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,236 | $4,034+5.0% | $4,411-4.0% | $4,296-1.4% |
| Admin fee / account holder | $1,954 | $6,945-71.9% | $8,285-76.4% | $6,918-71.8% |