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 9-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 | $155,415 | $209,832-25.9% | $189,513-18.0% | $167,490-7.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.99% | 748.27%-733.3pp | 555.15%-540.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,625 | $6,914-62.0% | $6,162-57.4% | $4,837-45.7% |
| Participant deferral / active EE | $7,528 | $8,935-15.7% | $8,221-8.4% | $6,341+18.7% |
| Admin fee / account holder | $488 | $14,293-96.6% | $12,045-96.0% | $12,309-96.0% |