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 | $63,223 | $202,318-68.8% | $172,739-63.4% | $152,861-58.6% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 22.40% | 1029.65%-1007.3pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $5,628 | $5,856-3.9% | $5,143+9.4% | $4,762+18.2% |
| Participant deferral / active EE | $6,517 | $5,948+9.6% | $5,198+25.4% | $5,850+11.4% |
| Admin fee / account holder | $338 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |