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 8-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 | $82,217 | $158,398-48.1% | $126,539-35.0% | $142,382-42.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.44% | 593.76%-567.3pp | 425.95%-399.5pp | 217.08%-190.6pp |
| Employer contribution / active EE | $14,587 | $4,650+213.7% | $3,674+297.0% | $4,299+239.3% |
| Participant deferral / active EE | $7,656 | $4,767+60.6% | $4,083+87.5% | $6,507+17.6% |
| Admin fee / account holder | $1,141 | $6,918-83.5% | $6,065-81.2% | $12,624-91.0% |