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 | $30,247 | $210,648-85.6% | $177,989-83.0% | $145,922-79.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.55% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $5,667 | $4,565+24.2% | $3,949+43.5% | $4,660+21.6% |
| Participant deferral / active EE | $4,005 | $6,958-42.4% | $6,276-36.2% | $6,688-40.1% |
| Admin fee / account holder | $647 | $12,013-94.6% | $10,363-93.8% | $13,397-95.2% |