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 | $164,442 | $180,449-8.9% | $154,107+6.7% | $135,375+21.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 64.30% | 888.09%-823.8pp | 735.12%-670.8pp | 519.73%-455.4pp |
| Employer contribution / active EE | $5,077 | $6,035-15.9% | $5,298-4.2% | $4,779+6.2% |
| Participant deferral / active EE | $3,786 | $5,806-34.8% | $5,081-25.5% | $5,609-32.5% |
| Admin fee / account holder | $108,856 | $16,143+574.3% | $13,411+711.7% | $10,827+905.4% |