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 6-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 | $58,158 | $209,832-72.3% | $189,513-69.3% | $167,490-65.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.38% | 748.27%-715.9pp | 555.15%-522.8pp | 478.56%-446.2pp |
| Employer contribution / active EE | $8,241 | $6,914+19.2% | $6,162+33.7% | $4,837+70.4% |
| Participant deferral / active EE | $15,615 | $8,935+74.8% | $8,221+89.9% | $6,341+146.2% |
| Admin fee / account holder | $672 | $14,293-95.3% | $12,045-94.4% | $12,309-94.5% |