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 | $69,943 | $72,492-3.5% | $87,100-19.7% | $72,985-4.2% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 21.31% | 24.46%-3.1pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,172 | $1,894+14.7% | $2,521-13.8% | $2,440-11.0% |
| Participant deferral / active EE | $4,968 | $3,270+52.0% | $4,049+22.7% | $3,607+37.7% |
| Admin fee / account holder | $799 | $5,055-84.2% | $7,497-89.3% | $5,124-84.4% |