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 | $200,975 | $202,318-0.7% | $172,739+16.3% | $152,861+31.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.61% | 1029.65%-1002.0pp | 802.84%-775.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $13,412 | $5,856+129.0% | $5,143+160.8% | $4,762+181.6% |
| Participant deferral / active EE | $7,685 | $5,948+29.2% | $5,198+47.9% | $5,850+31.4% |
| Admin fee / account holder | $486 | $17,109-97.2% | $13,954-96.5% | $11,596-95.8% |