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 | $197,302 | $202,318-2.5% | $172,739+14.2% | $152,861+29.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.77% | 1029.65%-1001.9pp | 802.84%-775.1pp | 345.32%-317.5pp |
| Employer contribution / active EE | $8,090 | $5,856+38.1% | $5,143+57.3% | $4,762+69.9% |
| Participant deferral / active EE | $3,822 | $5,948-35.7% | $5,198-26.5% | $5,850-34.7% |
| Admin fee / account holder | $986 | $17,109-94.2% | $13,954-92.9% | $11,596-91.5% |