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 | $123,697 | $202,318-38.9% | $172,739-28.4% | $152,861-19.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.79% | 1029.65%-1002.9pp | 802.84%-776.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,291 | $5,856-60.9% | $5,143-55.5% | $4,762-51.9% |
| Participant deferral / active EE | $5,007 | $5,948-15.8% | $5,198-3.7% | $5,850-14.4% |
| Admin fee / account holder | $2,262 | $17,109-86.8% | $13,954-83.8% | $11,596-80.5% |