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 | $110,795 | $159,901-30.7% | $146,958-24.6% | $145,922-24.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 20.77% | 98.13%-77.4pp | 418.34%-397.6pp | 561.29%-540.5pp |
| Employer contribution / active EE | $16,952 | $5,286+220.7% | $4,933+243.6% | $4,660+263.8% |
| Participant deferral / active EE | $17,423 | $8,428+106.7% | $8,070+115.9% | $6,688+160.5% |
| Admin fee / account holder | $43,388 | $15,044+188.4% | $12,998+233.8% | $13,397+223.9% |