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 | $122,248 | $202,318-39.6% | $172,739-29.2% | $152,861-20.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.58% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $7,606 | $5,856+29.9% | $5,143+47.9% | $4,762+59.7% |
| Participant deferral / active EE | $6,401 | $5,948+7.6% | $5,198+23.2% | $5,850+9.4% |
| Admin fee / account holder | $703 | $17,109-95.9% | $13,954-95.0% | $11,596-93.9% |