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 | $66,150 | $72,492-8.7% | $87,100-24.1% | $72,985-9.4% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 19.18% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,586 | $1,894-16.2% | $2,521-37.1% | $2,440-35.0% |
| Participant deferral / active EE | $4,306 | $3,270+31.7% | $4,049+6.3% | $3,607+19.4% |
| Admin fee / account holder | $4,029 | $5,055-20.3% | $7,497-46.3% | $5,124-21.4% |