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 | $137,036 | $74,888+83.0% | $71,209+92.4% | $142,382-3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.18% | 345.14%-331.0pp | 282.51%-268.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,886 | $2,854+36.1% | $2,721+42.8% | $4,299-9.6% |
| Participant deferral / active EE | $4,763 | $4,454+6.9% | $4,175+14.1% | $6,507-26.8% |
| Admin fee / account holder | $28,908 | $5,568+419.2% | $5,349+440.5% | $12,624+129.0% |