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 | $167,666 | $138,065+21.4% | $123,544+35.7% | $135,375+23.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 75.01% | 153.68%-78.7pp | 119.20%-44.2pp | 519.73%-444.7pp |
| Employer contribution / active EE | $19,245 | $5,151+273.6% | $4,628+315.9% | $4,779+302.7% |
| Participant deferral / active EE | $14,547 | $6,799+114.0% | $6,426+126.4% | $5,609+159.4% |
| Admin fee / account holder | $1,136 | $10,916-89.6% | $9,284-87.8% | $10,827-89.5% |