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 | $130,134 | $202,318-35.7% | $172,739-24.7% | $152,861-14.9% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 22.07% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $6,934 | $5,856+18.4% | $5,143+34.8% | $4,762+45.6% |
| Participant deferral / active EE | $4,153 | $5,948-30.2% | $5,198-20.1% | $5,850-29.0% |
| Admin fee / account holder | $333 | $17,109-98.1% | $13,954-97.6% | $11,596-97.1% |