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 | $89,785 | $70,606+27.2% | $53,898+66.6% | $142,382-36.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.64% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,704 | $1,202+124.9% | $932+190.1% | $4,299-37.1% |
| Participant deferral / active EE | $16,169 | $2,364+584.0% | $1,826+785.3% | $6,507+148.5% |
| Admin fee / account holder | $712 | $2,852-75.0% | $2,491-71.4% | $12,624-94.4% |