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 | $136,298 | $210,648-35.3% | $177,989-23.4% | $145,922-6.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.20% | 385.86%-370.7pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $5,993 | $4,565+31.3% | $3,949+51.8% | $4,660+28.6% |
| Participant deferral / active EE | $17,349 | $6,958+149.3% | $6,276+176.4% | $6,688+159.4% |
| Admin fee / account holder | $537 | $12,013-95.5% | $10,363-94.8% | $13,397-96.0% |