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 | $72,868 | $72,177+1.0% | $115,037-36.7% | $59,632+22.2% |
| Participation rate | 72.2% | 72.6%-0.3pp | 81.4%-9.1pp | 68.7%+3.6pp |
| Annual return | 0.55% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,571 | $2,841-44.7% | $4,608-65.9% | $2,203-28.7% |
| Participant deferral / active EE | $3,247 | $4,783-32.1% | $6,026-46.1% | $3,192+1.7% |
| Admin fee / account holder | $3,091 | $4,927-37.3% | $8,175-62.2% | $4,297-28.1% |