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 6-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 | $85,385 | $96,635-11.6% | $86,612-1.4% | $139,434-38.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.71% | 106.41%-80.7pp | 591.07%-565.4pp | 372.94%-347.2pp |
| Employer contribution / active EE | $4,253 | $3,263+30.4% | $3,022+40.7% | $4,751-10.5% |
| Participant deferral / active EE | $16,733 | $4,836+246.0% | $4,438+277.1% | $6,710+149.4% |
| Admin fee / account holder | $578 | $6,408-91.0% | $5,614-89.7% | $11,403-94.9% |