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 | $152,113 | $202,318-24.8% | $172,739-11.9% | $152,861-0.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.30% | 1029.65%-1012.4pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,879 | $5,856-33.8% | $5,143-24.6% | $4,762-18.5% |
| Participant deferral / active EE | $10,229 | $5,948+72.0% | $5,198+96.8% | $5,850+74.9% |
| Admin fee / account holder | $995 | $17,109-94.2% | $13,954-92.9% | $11,596-91.4% |