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 | $193,252 | $202,432-4.5% | $169,368+14.1% | $139,434+38.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.41% | 531.74%-517.3pp | 405.60%-391.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,323 | $4,692+13.4% | $4,013+32.6% | $4,751+12.0% |
| Participant deferral / active EE | $7,500 | $6,938+8.1% | $6,221+20.6% | $6,710+11.8% |
| Admin fee / account holder | $83,051 | $10,708+675.6% | $9,003+822.5% | $11,403+628.4% |