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 | $87,415 | $87,733-0.4% | $106,548-18.0% | $85,850+1.8% |
| Participation rate | 88.6% | 71.9%+16.6pp | 76.1%+12.4pp | 69.3%+19.3pp |
| Annual return | 14.65% | 21.86%-7.2pp | 26.80%-12.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,490 | $2,073-28.1% | $2,819-47.2% | $2,565-41.9% |
| Participant deferral / active EE | $3,166 | $3,469-8.8% | $4,398-28.0% | $3,952-19.9% |
| Admin fee / account holder | $586 | $6,767-91.3% | $7,407-92.1% | $6,260-90.6% |