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 | $129,840 | $90,348+43.7% | $75,972+70.9% | $145,922-11.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.29% | 620.88%-611.6pp | 359.55%-350.3pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,802 | $3,311+14.8% | $2,685+41.6% | $4,660-18.4% |
| Participant deferral / active EE | $11,664 | $5,162+126.0% | $4,255+174.1% | $6,688+74.4% |
| Admin fee / account holder | $2,124 | $8,467-74.9% | $6,467-67.2% | $13,397-84.1% |