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 | $68,609 | $72,492-5.4% | $87,100-21.2% | $72,985-6.0% |
| Participation rate | 71.1% | 72.8%-1.8pp | 76.9%-5.8pp | 69.5%+1.6pp |
| Annual return | 16.42% | 24.46%-8.0pp | 28.19%-11.8pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,905 | $1,894+0.6% | $2,521-24.4% | $2,440-21.9% |
| Participant deferral / active EE | $4,536 | $3,270+38.7% | $4,049+12.0% | $3,607+25.7% |
| Admin fee / account holder | $477 | $5,055-90.6% | $7,497-93.6% | $5,124-90.7% |