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 4-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 | $114,117 | $159,602-28.5% | $150,045-23.9% | $142,382-19.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 120.13% | 70.24%+49.9pp | 62.55%+57.6pp | 217.08%-96.9pp |
| Employer contribution / active EE | $9,089 | $4,961+83.2% | $4,693+93.7% | $4,299+111.4% |
| Participant deferral / active EE | $16,032 | $8,310+92.9% | $7,997+100.5% | $6,507+146.4% |
| Admin fee / account holder | $29,585 | $14,846+99.3% | $13,435+120.2% | $12,624+134.4% |