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 7-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 | $105,881 | $99,918+6.0% | $81,382+30.1% | $145,922-27.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 85.27% | 34.32%+51.0pp | 24.73%+60.5pp | 561.29%-476.0pp |
| Employer contribution / active EE | $6,488 | $2,978+117.9% | $2,463+163.5% | $4,660+39.2% |
| Participant deferral / active EE | $16,759 | $4,605+263.9% | $3,883+331.6% | $6,688+150.6% |
| Admin fee / account holder | $356 | $8,212-95.7% | $5,768-93.8% | $13,397-97.3% |