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 9-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 | $109,623 | $108,642+0.9% | $74,701+46.7% | $152,861-28.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 24.64% | 114.06%-89.4pp | 752.92%-728.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,744 | $1,503+149.1% | $1,084+245.5% | $4,762-21.4% |
| Participant deferral / active EE | $14,040 | $2,712+417.6% | $1,964+615.0% | $5,850+140.0% |
| Admin fee / account holder | $426 | $4,902-91.3% | $3,333-87.2% | $11,596-96.3% |