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 6-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 | $184,335 | $70,606+161.1% | $53,898+242.0% | $142,382+29.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.86% | 619.81%-599.9pp | 528.60%-508.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,049 | $1,202+153.6% | $932+227.1% | $4,299-29.1% |
| Participant deferral / active EE | $24,111 | $2,364+919.9% | $1,826+1220.2% | $6,507+270.5% |
| Admin fee / account holder | $3,119 | $2,852+9.4% | $2,491+25.2% | $12,624-75.3% |