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 | $173,220 | $202,318-14.4% | $172,739+0.3% | $152,861+13.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.78% | 1029.65%-999.9pp | 802.84%-773.1pp | 345.32%-315.5pp |
| Employer contribution / active EE | $7,577 | $5,856+29.4% | $5,143+47.3% | $4,762+59.1% |
| Participant deferral / active EE | $2,939 | $5,948-50.6% | $5,198-43.4% | $5,850-49.8% |
| Admin fee / account holder | $571 | $17,109-96.7% | $13,954-95.9% | $11,596-95.1% |