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 | $41,282 | $209,832-80.3% | $189,513-78.2% | $167,490-75.4% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 60.38% | 748.27%-687.9pp | 555.15%-494.8pp | 478.56%-418.2pp |
| Employer contribution / active EE | $11,199 | $6,914+62.0% | $6,162+81.8% | $4,837+131.5% |
| Participant deferral / active EE | $19,330 | $8,935+116.3% | $8,221+135.1% | $6,341+204.8% |
| Admin fee / account holder | $1,327 | $14,293-90.7% | $12,045-89.0% | $12,309-89.2% |