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 | $206,123 | $165,984+24.2% | $164,813+25.1% | $145,922+41.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.04% | 100.03%-84.0pp | 69.93%-53.9pp | 561.29%-545.2pp |
| Employer contribution / active EE | $23,000 | $5,273+336.2% | $4,341+429.9% | $4,660+393.6% |
| Participant deferral / active EE | $15,250 | $6,959+119.1% | $6,031+152.8% | $6,688+128.0% |
| Admin fee / account holder | $605 | $16,648-96.4% | $12,690-95.2% | $13,397-95.5% |