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 5-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 | $200,001 | $210,648-5.1% | $177,989+12.4% | $145,922+37.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.13% | 385.86%-372.7pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $26,354 | $4,565+477.4% | $3,949+567.4% | $4,660+465.6% |
| Participant deferral / active EE | $26,354 | $6,958+278.8% | $6,276+319.9% | $6,688+294.1% |
| Admin fee / account holder | $704 | $12,013-94.1% | $10,363-93.2% | $13,397-94.7% |