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 | $134,289 | $162,781-17.5% | $133,956+0.2% | $158,922-15.5% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 72.35% | 41.94%+30.4pp | 45.09%+27.3pp | 302.83%-230.5pp |
| Employer contribution / active EE | $7,517 | $4,975+51.1% | $3,919+91.8% | $4,761+57.9% |
| Participant deferral / active EE | $3,972 | $5,911-32.8% | $5,048-21.3% | $5,982-33.6% |
| Admin fee / account holder | $63,051 | $11,736+437.2% | $8,927+606.3% | $11,246+460.7% |