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 | $21,491 | $60,892-64.7% | $82,389-73.9% | $84,808-74.7% |
| Participation rate | 96.8% | 63.3%+33.5pp | 69.5%+27.2pp | 68.3%+28.5pp |
| Annual return | 13.25% | 37.29%-24.0pp | 28.67%-15.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $942 | $1,779-47.0% | $2,517-62.6% | $2,631-64.2% |
| Participant deferral / active EE | $4,211 | $3,179+32.5% | $4,155+1.3% | $4,2120% |
| Admin fee / account holder | $2,606 | $5,467-52.3% | $7,231-64.0% | $7,344-64.5% |