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 | $63,976 | $107,934-40.7% | $91,989-30.5% | $152,861-58.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 46.11% | 89.24%-43.1pp | 69.02%-22.9pp | 345.32%-299.2pp |
| Employer contribution / active EE | $9,375 | $4,210+122.7% | $3,452+171.6% | $4,762+96.9% |
| Participant deferral / active EE | $12,869 | $6,364+102.2% | $5,923+117.3% | $5,850+120.0% |
| Admin fee / account holder | $551 | $10,520-94.8% | $7,743-92.9% | $11,596-95.2% |