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 | $80,701 | $209,832-61.5% | $189,513-57.4% | $167,490-51.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.31% | 748.27%-730.0pp | 555.15%-536.8pp | 478.56%-460.3pp |
| Employer contribution / active EE | $11,649 | $6,914+68.5% | $6,162+89.1% | $4,837+140.8% |
| Participant deferral / active EE | $6,567 | $8,935-26.5% | $8,221-20.1% | $6,341+3.6% |
| Admin fee / account holder | $499 | $14,293-96.5% | $12,045-95.9% | $12,309-95.9% |