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 | $137,749 | $202,318-31.9% | $172,739-20.3% | $152,861-9.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.67% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $5,187 | $5,856-11.4% | $5,143+0.9% | $4,762+8.9% |
| Participant deferral / active EE | $9,029 | $5,948+51.8% | $5,198+73.7% | $5,850+54.3% |
| Admin fee / account holder | $5,562 | $17,109-67.5% | $13,954-60.1% | $11,596-52.0% |