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 4-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 | $59,966 | $69,207-13.4% | $64,056-6.4% | $139,434-57.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 115.73% | 45.88%+69.9pp | 33.69%+82.0pp | 372.94%-257.2pp |
| Employer contribution / active EE | $7,758 | $3,182+143.8% | $2,747+182.5% | $4,751+63.3% |
| Participant deferral / active EE | $8,039 | $4,682+71.7% | $3,880+107.2% | $6,710+19.8% |
| Admin fee / account holder | $15,309 | $4,244+260.7% | $3,068+398.9% | $11,403+34.3% |