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 | $120,338 | $169,032-28.8% | $129,207-6.9% | $145,922-17.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.83% | 14330.11%-14319.3pp | 9417.33%-9406.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $6,154 | $5,537+11.1% | $4,153+48.2% | $4,660+32.1% |
| Participant deferral / active EE | $15,348 | $4,987+207.7% | $4,168+268.3% | $6,688+129.5% |
| Admin fee / account holder | $564 | $9,954-94.3% | $7,715-92.7% | $13,397-95.8% |