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 | $238,783 | $202,318+18.0% | $172,739+38.2% | $152,861+56.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.66% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,346 | $5,856-77.0% | $5,143-73.8% | $4,762-71.7% |
| Participant deferral / active EE | $6,729 | $5,948+13.1% | $5,198+29.5% | $5,850+15.0% |
| Admin fee / account holder | $9,730 | $17,109-43.1% | $13,954-30.3% | $11,596-16.1% |