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 | $124,834 | $183,963-32.1% | $162,163-23.0% | $152,861-18.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.53% | 150.76%-119.2pp | 115.59%-84.1pp | 345.32%-313.8pp |
| Employer contribution / active EE | $3,602 | $6,371-43.5% | $5,614-35.8% | $4,762-24.4% |
| Participant deferral / active EE | $14,737 | $8,034+83.4% | $7,298+101.9% | $5,850+151.9% |
| Admin fee / account holder | $29,306 | $13,121+123.3% | $10,843+170.3% | $11,596+152.7% |