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 | $91,448 | $202,318-54.8% | $172,739-47.1% | $152,861-40.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.19% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,700 | $5,856-36.8% | $5,143-28.1% | $4,762-22.3% |
| Participant deferral / active EE | $2,995 | $5,948-49.7% | $5,198-42.4% | $5,850-48.8% |
| Admin fee / account holder | $1,228 | $17,109-92.8% | $13,954-91.2% | $11,596-89.4% |