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 | $141,478 | $109,982+28.6% | $97,226+45.5% | $145,922-3.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.10% | 242.90%-229.8pp | 75.13%-62.0pp | 561.29%-548.2pp |
| Employer contribution / active EE | $15,339 | $3,084+397.4% | $2,729+462.1% | $4,660+229.2% |
| Participant deferral / active EE | $30,303 | $4,676+548.1% | $4,264+610.7% | $6,688+353.1% |
| Admin fee / account holder | $994 | $6,221-84.0% | $5,654-82.4% | $13,397-92.6% |