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 | $114,162 | $202,318-43.6% | $172,739-33.9% | $152,861-25.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.62% | 1029.65%-1014.0pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $9,448 | $5,856+61.3% | $5,143+83.7% | $4,762+98.4% |
| Participant deferral / active EE | $7,813 | $5,948+31.4% | $5,198+50.3% | $5,850+33.6% |
| Admin fee / account holder | $981 | $17,109-94.3% | $13,954-93.0% | $11,596-91.5% |