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 | $77,055 | $202,318-61.9% | $172,739-55.4% | $152,861-49.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.48% | 1029.65%-1014.2pp | 802.84%-787.4pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,039 | $5,856-65.2% | $5,143-60.3% | $4,762-57.2% |
| Participant deferral / active EE | $3,747 | $5,948-37.0% | $5,198-27.9% | $5,850-36.0% |
| Admin fee / account holder | $521 | $17,109-97.0% | $13,954-96.3% | $11,596-95.5% |