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 | $52,731 | $202,318-73.9% | $172,739-69.5% | $152,861-65.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.99% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.3pp |
| Employer contribution / active EE | $6,830 | $5,856+16.6% | $5,143+32.8% | $4,762+43.4% |
| Participant deferral / active EE | $6,063 | $5,948+1.9% | $5,198+16.7% | $5,850+3.6% |
| Admin fee / account holder | $429 | $17,109-97.5% | $13,954-96.9% | $11,596-96.3% |