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 | $181,969 | $202,318-10.1% | $172,739+5.3% | $152,861+19.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.10% | 1029.65%-1007.6pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $11,213 | $5,856+91.5% | $5,143+118.0% | $4,762+135.5% |
| Participant deferral / active EE | $8,217 | $5,948+38.1% | $5,198+58.1% | $5,850+40.5% |
| Admin fee / account holder | $2,172 | $17,109-87.3% | $13,954-84.4% | $11,596-81.3% |