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 7-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 | $160,596 | $72,400+121.8% | $67,502+137.9% | $145,922+10.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 26.10% | 7182.46%-7156.4pp | 3512.12%-3486.0pp | 561.29%-535.2pp |
| Employer contribution / active EE | $19,210 | $3,069+525.9% | $2,731+603.4% | $4,660+312.3% |
| Participant deferral / active EE | $20,649 | $4,783+331.7% | $4,000+416.2% | $6,688+208.8% |
| Admin fee / account holder | $1,504 | $5,539-72.8% | $3,998-62.4% | $13,397-88.8% |