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 | $187,675 | $202,318-7.2% | $172,739+8.6% | $152,861+22.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.08% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,716 | $5,856-53.6% | $5,143-47.2% | $4,762-43.0% |
| Participant deferral / active EE | $5,260 | $5,948-11.6% | $5,198+1.2% | $5,850-10.1% |
| Admin fee / account holder | $2,155 | $17,109-87.4% | $13,954-84.6% | $11,596-81.4% |