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 | $40,428 | $175,202-76.9% | $149,673-73.0% | $139,434-71.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 50.91% | 166.71%-115.8pp | 134.42%-83.5pp | 372.94%-322.0pp |
| Employer contribution / active EE | $11,258 | $5,474+105.7% | $4,818+133.7% | $4,751+137.0% |
| Participant deferral / active EE | $10,427 | $6,519+60.0% | $5,680+83.6% | $6,710+55.4% |
| Admin fee / account holder | $1,668 | $16,150-89.7% | $13,210-87.4% | $11,403-85.4% |