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 | $72,223 | $158,398-54.4% | $126,539-42.9% | $142,382-49.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.74% | 593.76%-567.0pp | 425.95%-399.2pp | 217.08%-190.3pp |
| Employer contribution / active EE | $41,572 | $4,650+794.0% | $3,674+1031.5% | $4,299+867.0% |
| Participant deferral / active EE | $26,955 | $4,767+465.5% | $4,083+560.2% | $6,507+314.2% |
| Admin fee / account holder | $2,381 | $6,918-65.6% | $6,065-60.7% | $12,624-81.1% |