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 4-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 | $141,335 | $108,919+29.8% | $100,391+40.8% | $145,922-3.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.14% | 57.88%-47.7pp | 49.20%-39.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $6,421 | $4,419+45.3% | $3,942+62.9% | $4,660+37.8% |
| Participant deferral / active EE | $11,680 | $8,445+38.3% | $8,082+44.5% | $6,688+74.7% |
| Admin fee / account holder | $1,900 | $9,689-80.4% | $7,899-75.9% | $13,397-85.8% |