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 3-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 | $104,634 | $70,606+48.2% | $53,898+94.1% | $142,382-26.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 24.83% | 619.81%-595.0pp | 528.60%-503.8pp | 217.08%-192.2pp |
| Employer contribution / active EE | $5,051 | $1,202+320.1% | $932+441.9% | $4,299+17.5% |
| Participant deferral / active EE | $23,500 | $2,364+894.1% | $1,826+1186.8% | $6,507+261.1% |
| Admin fee / account holder | $987 | $2,852-65.4% | $2,491-60.4% | $12,624-92.2% |