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 | $133,955 | $159,901-16.2% | $146,958-8.8% | $145,922-8.2% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.1pp | 80.3%+3.9pp |
| Annual return | 20.52% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $5,474 | $5,286+3.5% | $4,933+11.0% | $4,660+17.5% |
| Participant deferral / active EE | $18,681 | $8,428+121.6% | $8,070+131.5% | $6,688+179.3% |
| Admin fee / account holder | $4,723 | $15,044-68.6% | $12,998-63.7% | $13,397-64.7% |