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 | $75,413 | $80,968-6.9% | $96,544-21.9% | $75,163+0.3% |
| Participation rate | 71.1% | 71.8%-0.7pp | 76.0%-4.9pp | 67.2%+3.9pp |
| Annual return | 16.46% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,469 | $2,282+8.2% | $2,965-16.7% | $2,670-7.5% |
| Participant deferral / active EE | $5,523 | $3,928+40.6% | $4,851+13.8% | $4,125+33.9% |
| Admin fee / account holder | $859 | $6,724-87.2% | $8,252-89.6% | $5,651-84.8% |