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 | $169,427 | $209,832-19.3% | $189,513-10.6% | $167,490+1.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.72% | 748.27%-727.6pp | 555.15%-534.4pp | 478.56%-457.8pp |
| Employer contribution / active EE | $10,689 | $6,914+54.6% | $6,162+73.5% | $4,837+121.0% |
| Participant deferral / active EE | $8,726 | $8,935-2.3% | $8,221+6.1% | $6,341+37.6% |
| Admin fee / account holder | $5,634 | $14,293-60.6% | $12,045-53.2% | $12,309-54.2% |