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 | $176,166 | $202,318-12.9% | $172,739+2.0% | $152,861+15.2% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 19.52% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $9,108 | $5,856+55.5% | $5,143+77.1% | $4,762+91.3% |
| Participant deferral / active EE | $6,463 | $5,948+8.7% | $5,198+24.3% | $5,850+10.5% |
| Admin fee / account holder | $2,043 | $17,109-88.1% | $13,954-85.4% | $11,596-82.4% |