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 | $114,795 | $111,724+2.7% | $93,606+22.6% | $145,922-21.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.63% | 202.98%-186.4pp | 133.20%-116.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $16,153 | $3,090+422.8% | $2,420+567.5% | $4,660+246.7% |
| Participant deferral / active EE | $19,801 | $4,912+303.1% | $4,411+348.9% | $6,688+196.1% |
| Admin fee / account holder | $534 | $10,250-94.8% | $8,285-93.5% | $13,397-96.0% |