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 | $116,911 | $133,958-12.7% | $112,228+4.2% | $134,475-13.1% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.1%+3.9pp | 81.2%-2.3pp |
| Annual return | -15.50% | 47.11%-62.6pp | 27.45%-43.0pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,359 | $4,038-16.8% | $3,635-7.6% | $4,740-29.1% |
| Participant deferral / active EE | $9,617 | $5,291+81.8% | $4,728+103.4% | $6,400+50.3% |
| Admin fee / account holder | $14,832 | $7,489+98.1% | $6,410+131.4% | $11,426+29.8% |