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 5-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 | $139,664 | $158,398-11.8% | $126,539+10.4% | $142,382-1.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.31% | 593.76%-575.4pp | 425.95%-407.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,146 | $4,650+53.7% | $3,674+94.5% | $4,299+66.2% |
| Participant deferral / active EE | $14,723 | $4,767+208.9% | $4,083+260.6% | $6,507+126.3% |
| Admin fee / account holder | $2,698 | $6,918-61.0% | $6,065-55.5% | $12,624-78.6% |