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 | $53,252 | $202,318-73.7% | $172,739-69.2% | $152,861-65.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.18% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.1pp |
| Employer contribution / active EE | $6,894 | $5,856+17.7% | $5,143+34.0% | $4,762+44.8% |
| Participant deferral / active EE | $5,457 | $5,948-8.2% | $5,198+5.0% | $5,850-6.7% |
| Admin fee / account holder | $462 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |