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 | $116,518 | $202,318-42.4% | $172,739-32.5% | $152,861-23.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.90% | 1029.65%-997.7pp | 802.84%-770.9pp | 345.32%-313.4pp |
| Employer contribution / active EE | $3,750 | $5,856-36.0% | $5,143-27.1% | $4,762-21.3% |
| Participant deferral / active EE | $3,038 | $5,948-48.9% | $5,198-41.6% | $5,850-48.1% |
| Admin fee / account holder | $1,587 | $17,109-90.7% | $13,954-88.6% | $11,596-86.3% |