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 | $150,146 | $183,963-18.4% | $162,163-7.4% | $152,861-1.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.98% | 150.76%-135.8pp | 115.59%-100.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $19,250 | $6,371+202.2% | $5,614+242.9% | $4,762+304.2% |
| Participant deferral / active EE | $12,500 | $8,034+55.6% | $7,298+71.3% | $5,850+113.7% |
| Admin fee / account holder | $691 | $13,121-94.7% | $10,843-93.6% | $11,596-94.0% |