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 | $121,255 | $150,187-19.3% | $120,354+0.7% | $145,922-16.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.56% | 154.07%-144.5pp | 107.15%-97.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $17,392 | $4,348+300.0% | $3,463+402.3% | $4,660+273.2% |
| Participant deferral / active EE | $7,153 | $6,173+15.9% | $4,991+43.3% | $6,688+7.0% |
| Admin fee / account holder | $2,053 | $12,207-83.2% | $9,423-78.2% | $13,397-84.7% |