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 | $101,718 | $209,832-51.5% | $189,513-46.3% | $167,490-39.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.14% | 748.27%-738.1pp | 555.15%-545.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $5,562 | $6,914-19.6% | $6,162-9.7% | $4,837+15.0% |
| Participant deferral / active EE | $14,613 | $8,935+63.5% | $8,221+77.7% | $6,341+130.4% |
| Admin fee / account holder | $1,216 | $14,293-91.5% | $12,045-89.9% | $12,309-90.1% |