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 | $127,426 | $159,901-20.3% | $146,958-13.3% | $145,922-12.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.83% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $22,263 | $5,286+321.2% | $4,933+351.3% | $4,660+377.8% |
| Participant deferral / active EE | $12,011 | $8,428+42.5% | $8,070+48.8% | $6,688+79.6% |
| Admin fee / account holder | $7,591 | $15,044-49.5% | $12,998-41.6% | $13,397-43.3% |