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 9-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 | $52,989 | $202,318-73.8% | $172,739-69.3% | $152,861-65.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 40.62% | 1029.65%-989.0pp | 802.84%-762.2pp | 345.32%-304.7pp |
| Employer contribution / active EE | $43,958 | $5,856+650.6% | $5,143+754.7% | $4,762+823.0% |
| Participant deferral / active EE | $29,341 | $5,948+393.3% | $5,198+464.5% | $5,850+401.5% |
| Admin fee / account holder | $1,006 | $17,109-94.1% | $13,954-92.8% | $11,596-91.3% |