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 | $80,468 | $192,717-58.2% | $142,449-43.5% | $139,434-42.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 114.49% | 17.99%+96.5pp | 19.99%+94.5pp | 372.94%-258.5pp |
| Employer contribution / active EE | $7,211 | $5,806+24.2% | $4,847+48.8% | $4,751+51.8% |
| Participant deferral / active EE | $15,544 | $7,208+115.6% | $6,283+147.4% | $6,710+131.6% |
| Admin fee / account holder | $595 | $15,124-96.1% | $10,011-94.1% | $11,403-94.8% |