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 | $50,595 | $209,411-75.8% | $178,490-71.7% | $158,922-68.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 42.50% | 188.75%-146.3pp | 151.07%-108.6pp | 302.83%-260.3pp |
| Employer contribution / active EE | $22,274 | $5,706+290.3% | $5,011+344.5% | $4,761+367.8% |
| Participant deferral / active EE | $11,667 | $5,954+95.9% | $5,202+124.3% | $5,982+95.0% |
| Admin fee / account holder | $4,887 | $17,074-71.4% | $13,984-65.1% | $11,246-56.5% |