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 | $141,911 | $159,901-11.3% | $146,958-3.4% | $145,922-2.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 118.99% | 98.13%+20.9pp | 418.34%-299.3pp | 561.29%-442.3pp |
| Employer contribution / active EE | $7,023 | $5,286+32.9% | $4,933+42.4% | $4,660+50.7% |
| Participant deferral / active EE | $8,452 | $8,428+0.3% | $8,070+4.7% | $6,688+26.4% |
| Admin fee / account holder | $84,809 | $15,044+463.7% | $12,998+552.5% | $13,397+533.0% |