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 | $125,561 | $90,348+39.0% | $75,972+65.3% | $145,922-14.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.34% | 620.88%-607.5pp | 359.55%-346.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,885 | $3,311-12.9% | $2,685+7.5% | $4,660-38.1% |
| Participant deferral / active EE | $20,443 | $5,162+296.1% | $4,255+380.4% | $6,688+205.7% |
| Admin fee / account holder | $502 | $8,467-94.1% | $6,467-92.2% | $13,397-96.3% |