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 | $118,029 | $74,888+57.6% | $71,209+65.8% | $142,382-17.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 270.62% | 345.14%-74.5pp | 282.51%-11.9pp | 217.08%+53.5pp |
| Employer contribution / active EE | $3,777 | $2,854+32.3% | $2,721+38.8% | $4,299-12.1% |
| Participant deferral / active EE | $6,119 | $4,454+37.4% | $4,175+46.6% | $6,507-6.0% |
| Admin fee / account holder | $4,085 | $5,568-26.6% | $5,349-23.6% | $12,624-67.6% |