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 | $161,979 | $202,318-19.9% | $172,739-6.2% | $152,861+6.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.19% | 1029.65%-1008.5pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $6,548 | $5,856+11.8% | $5,143+27.3% | $4,762+37.5% |
| Participant deferral / active EE | $7,201 | $5,948+21.1% | $5,198+38.6% | $5,850+23.1% |
| Admin fee / account holder | $351 | $17,109-98.0% | $13,954-97.5% | $11,596-97.0% |