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 10-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 | $110,472 | $202,318-45.4% | $172,739-36.0% | $152,861-27.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 49.54% | 1029.65%-980.1pp | 802.84%-753.3pp | 345.32%-295.8pp |
| Employer contribution / active EE | $3,388 | $5,856-42.1% | $5,143-34.1% | $4,762-28.9% |
| Participant deferral / active EE | $7,987 | $5,948+34.3% | $5,198+53.7% | $5,850+36.5% |
| Admin fee / account holder | $1,398 | $17,109-91.8% | $13,954-90.0% | $11,596-87.9% |