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 9-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 | $67,981 | $52,903+28.5% | $73,307-7.3% | $59,632+14.0% |
| Participation rate | 96.1% | 68.2%+27.8pp | 74.9%+21.2pp | 68.7%+27.4pp |
| Annual return | -0.86% | 12.20%-13.1pp | 5.67%-6.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,193 | $1,909+14.9% | $3,237-32.2% | $2,203-0.4% |
| Participant deferral / active EE | $6,862 | $4,069+68.6% | $4,991+37.5% | $3,192+115.0% |
| Admin fee / account holder | $2,689 | $3,834-29.9% | $5,637-52.3% | $4,297-37.4% |