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 | $140,884 | $209,832-32.9% | $189,513-25.7% | $167,490-15.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.71% | 748.27%-730.6pp | 555.15%-537.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $9,649 | $6,914+39.6% | $6,162+56.6% | $4,837+99.5% |
| Participant deferral / active EE | $12,371 | $8,935+38.5% | $8,221+50.5% | $6,341+95.1% |
| Admin fee / account holder | $17,789 | $14,293+24.5% | $12,045+47.7% | $12,309+44.5% |