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 | $123,935 | $110,809+11.8% | $86,874+42.7% | $167,490-26.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.22% | 116.98%-106.8pp | 63.52%-53.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $20,094 | $3,244+519.4% | $2,495+705.2% | $4,837+315.4% |
| Participant deferral / active EE | $14,688 | $4,546+223.1% | $3,699+297.1% | $6,341+131.6% |
| Admin fee / account holder | $3,749 | $8,415-55.5% | $5,828-35.7% | $12,309-69.5% |