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 | $59,769 | $96,956-38.4% | $70,014-14.6% | $273,961-78.2% |
| Participation rate | 83.3% | 77.1%+6.3pp | 71.8%+11.5pp | 83.0%+0.3pp |
| Annual return | 9.72% | 12.93%-3.2pp | 12.99%-3.3pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,544 | $3,316-53.4% | $2,338-34.0% | $4,869-68.3% |
| Participant deferral / active EE | $4,177 | $3,744+11.6% | $2,931+42.5% | $5,287-21.0% |
| Admin fee / account holder | $494 | $7,934-93.8% | $4,380-88.7% | $10,132-95.1% |