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 7-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 | $144,824 | $74,888+93.4% | $71,209+103.4% | $142,382+1.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.50% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,350 | $2,854+192.5% | $2,721+206.9% | $4,299+94.2% |
| Participant deferral / active EE | $19,010 | $4,454+326.8% | $4,175+355.3% | $6,507+192.1% |
| Admin fee / account holder | $910 | $5,568-83.7% | $5,349-83.0% | $12,624-92.8% |