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 3-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 | $158,772 | $76,738+106.9% | $56,411+181.5% | $145,922+8.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 24.59% | 2994.23%-2969.6pp | 1701.33%-1676.7pp | 561.29%-536.7pp |
| Employer contribution / active EE | $16,112 | $1,380+1067.7% | $1,039+1451.3% | $4,660+245.8% |
| Participant deferral / active EE | $9,695 | $2,623+269.7% | $1,952+396.7% | $6,688+45.0% |
| Admin fee / account holder | $817 | $3,334-75.5% | $2,829-71.1% | $13,397-93.9% |