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 3-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 | $137,035 | $74,888+83.0% | $71,209+92.4% | $142,382-3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.74% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,500 | $2,854+57.7% | $2,721+65.4% | $4,299+4.7% |
| Participant deferral / active EE | $12,000 | $4,454+169.4% | $4,175+187.4% | $6,507+84.4% |
| Admin fee / account holder | $531 | $5,568-90.5% | $5,349-90.1% | $12,624-95.8% |