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 | $188,760 | $202,318-6.7% | $172,739+9.3% | $152,861+23.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.22% | 1029.65%-1015.4pp | 802.84%-788.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $5,288 | $5,856-9.7% | $5,143+2.8% | $4,762+11.0% |
| Participant deferral / active EE | $8,668 | $5,948+45.7% | $5,198+66.8% | $5,850+48.2% |
| Admin fee / account holder | $1,420 | $17,109-91.7% | $13,954-89.8% | $11,596-87.8% |