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 9-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 | $103,089 | $124,185-17.0% | $108,410-4.9% | $167,490-38.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.75% | 1379.64%-1363.9pp | 905.27%-889.5pp | 478.56%-462.8pp |
| Employer contribution / active EE | $23,385 | $4,187+458.6% | $3,558+557.2% | $4,837+383.4% |
| Participant deferral / active EE | $10,705 | $6,908+55.0% | $6,563+63.1% | $6,341+68.8% |
| Admin fee / account holder | $4,017 | $9,455-57.5% | $7,295-44.9% | $12,309-67.4% |