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 8-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 | $183,667 | $118,849+54.5% | $96,562+90.2% | $167,490+9.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 106.18% | 50.49%+55.7pp | 37.78%+68.4pp | 478.56%-372.4pp |
| Employer contribution / active EE | $20,575 | $3,120+559.5% | $2,356+773.1% | $4,837+325.3% |
| Participant deferral / active EE | $17,878 | $4,616+287.3% | $3,849+364.5% | $6,341+181.9% |
| Admin fee / account holder | $1,145 | $8,065-85.8% | $6,181-81.5% | $12,309-90.7% |