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 | $80,445 | $202,318-60.2% | $172,739-53.4% | $152,861-47.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.43% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,088 | $5,856-47.3% | $5,143-40.0% | $4,762-35.2% |
| Participant deferral / active EE | $4,466 | $5,948-24.9% | $5,198-14.1% | $5,850-23.7% |
| Admin fee / account holder | $646 | $17,109-96.2% | $13,954-95.4% | $11,596-94.4% |