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 9-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 | $184,643 | $180,449+2.3% | $154,107+19.8% | $135,375+36.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1224.40% | 888.09%+336.3pp | 735.12%+489.3pp | 519.73%+704.7pp |
| Employer contribution / active EE | $13,473 | $6,035+123.3% | $5,298+154.3% | $4,779+181.9% |
| Participant deferral / active EE | $8,235 | $5,806+41.8% | $5,081+62.1% | $5,609+46.8% |
| Admin fee / account holder | $461 | $16,143-97.1% | $13,411-96.6% | $10,827-95.7% |