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 8-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 | $44,851 | $159,901-72.0% | $146,958-69.5% | $145,922-69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.95% | 98.13%-73.2pp | 418.34%-393.4pp | 561.29%-536.3pp |
| Employer contribution / active EE | $14,350 | $5,286+171.5% | $4,933+190.9% | $4,660+208.0% |
| Participant deferral / active EE | $3,040 | $8,428-63.9% | $8,070-62.3% | $6,688-54.5% |
| Admin fee / account holder | $1,044 | $15,044-93.1% | $12,998-92.0% | $13,397-92.2% |