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 8-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 | $107,661 | $202,318-46.8% | $172,739-37.7% | $152,861-29.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.14% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $6,053 | $5,856+3.4% | $5,143+17.7% | $4,762+27.1% |
| Participant deferral / active EE | $5,902 | $5,948-0.8% | $5,198+13.6% | $5,850+0.9% |
| Admin fee / account holder | $1,201 | $17,109-93.0% | $13,954-91.4% | $11,596-89.6% |