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 | $108,819 | $202,318-46.2% | $172,739-37.0% | $152,861-28.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.65% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $9,880 | $5,856+68.7% | $5,143+92.1% | $4,762+107.5% |
| Participant deferral / active EE | $9,401 | $5,948+58.1% | $5,198+80.9% | $5,850+60.7% |
| Admin fee / account holder | $3,728 | $17,109-78.2% | $13,954-73.3% | $11,596-67.9% |