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 4-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 | $53,526 | $159,901-66.5% | $146,958-63.6% | $145,922-63.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.75% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $7,945 | $5,286+50.3% | $4,933+61.1% | $4,660+70.5% |
| Participant deferral / active EE | $18,830 | $8,428+123.4% | $8,070+133.3% | $6,688+181.6% |
| Admin fee / account holder | $1,561 | $15,044-89.6% | $12,998-88.0% | $13,397-88.3% |