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 7-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 | $80,978 | $90,348-10.4% | $75,972+6.6% | $145,922-44.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.22% | 620.88%-605.7pp | 359.55%-344.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $17,505 | $3,311+428.7% | $2,685+552.0% | $4,660+275.7% |
| Participant deferral / active EE | $7,793 | $5,162+51.0% | $4,255+83.1% | $6,688+16.5% |
| Admin fee / account holder | $596 | $8,467-93.0% | $6,467-90.8% | $13,397-95.6% |