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 5-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 | $147,882 | $209,832-29.5% | $189,513-22.0% | $167,490-11.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.97% | 748.27%-728.3pp | 555.15%-535.2pp | 478.56%-458.6pp |
| Employer contribution / active EE | $19,370 | $6,914+180.2% | $6,162+214.4% | $4,837+300.4% |
| Participant deferral / active EE | $14,104 | $8,935+57.8% | $8,221+71.6% | $6,341+122.4% |
| Admin fee / account holder | $1,256 | $14,293-91.2% | $12,045-89.6% | $12,309-89.8% |