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 | $125,219 | $159,901-21.7% | $146,958-14.8% | $145,922-14.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.65% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $10,336 | $5,286+95.5% | $4,933+109.5% | $4,660+121.8% |
| Participant deferral / active EE | $28,000 | $8,428+232.2% | $8,070+247.0% | $6,688+318.7% |
| Admin fee / account holder | $8,337 | $15,044-44.6% | $12,998-35.9% | $13,397-37.8% |