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 5-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 | $88,719 | $114,047-22.2% | $96,139-7.7% | $167,490-47.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 25.69% | 189.88%-164.2pp | 191.94%-166.3pp | 478.56%-452.9pp |
| Employer contribution / active EE | $19,500 | $3,427+469.0% | $2,797+597.2% | $4,837+303.1% |
| Participant deferral / active EE | $19,500 | $5,194+275.5% | $4,349+348.4% | $6,341+207.5% |
| Admin fee / account holder | $351 | $6,897-94.9% | $5,537-93.7% | $12,309-97.1% |