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 | $78,871 | $80,968-2.6% | $96,544-18.3% | $75,163+4.9% |
| Participation rate | 92.5% | 71.8%+20.7pp | 76.0%+16.5pp | 67.2%+25.3pp |
| Annual return | 14.51% | 27.06%-12.6pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,656 | $2,282-27.4% | $2,965-44.2% | $2,670-38.0% |
| Participant deferral / active EE | $6,623 | $3,928+68.6% | $4,851+36.5% | $4,125+60.6% |
| Admin fee / account holder | $7,498 | $6,724+11.5% | $8,252-9.1% | $5,651+32.7% |