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 9-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 | $158,748 | $210,648-24.6% | $177,989-10.8% | $145,922+8.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.09% | 385.86%-354.8pp | 294.48%-263.4pp | 561.29%-530.2pp |
| Employer contribution / active EE | $10,517 | $4,565+130.4% | $3,949+166.4% | $4,660+125.7% |
| Participant deferral / active EE | $12,643 | $6,958+81.7% | $6,276+101.5% | $6,688+89.1% |
| Admin fee / account holder | $679 | $12,013-94.3% | $10,363-93.4% | $13,397-94.9% |