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 | $94,447 | $102,317-7.7% | $146,958-35.7% | $80,856+16.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.29% | 134.76%-109.5pp | 418.34%-393.0pp | 35.59%-10.3pp |
| Employer contribution / active EE | $4,609 | $3,713+24.1% | $4,933-6.6% | $2,755+67.3% |
| Participant deferral / active EE | $10,092 | $6,644+51.9% | $8,070+25.1% | $4,296+134.9% |
| Admin fee / account holder | $1,061 | $7,941-86.6% | $12,998-91.8% | $6,918-84.7% |