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 | $195,304 | $209,832-6.9% | $189,513+3.1% | $167,490+16.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.91% | 748.27%-729.4pp | 555.15%-536.2pp | 478.56%-459.6pp |
| Employer contribution / active EE | $37,203 | $6,914+438.1% | $6,162+503.8% | $4,837+669.1% |
| Participant deferral / active EE | $25,767 | $8,935+188.4% | $8,221+213.4% | $6,341+306.3% |
| Admin fee / account holder | $559 | $14,293-96.1% | $12,045-95.4% | $12,309-95.5% |