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 | $181,094 | $210,648-14.0% | $177,989+1.7% | $145,922+24.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.27% | 385.86%-357.6pp | 294.48%-266.2pp | 561.29%-533.0pp |
| Employer contribution / active EE | $12,500 | $4,565+173.9% | $3,949+216.6% | $4,660+168.3% |
| Participant deferral / active EE | $12,586 | $6,958+80.9% | $6,276+100.5% | $6,688+88.2% |
| Admin fee / account holder | $1,799 | $12,013-85.0% | $10,363-82.6% | $13,397-86.6% |