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 4-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 | $223,947 | $177,572+26.1% | $154,803+44.7% | $142,382+57.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 520.67% | 65.07%+455.6pp | 58.88%+461.8pp | 217.08%+303.6pp |
| Employer contribution / active EE | $17,487 | $4,810+263.5% | $4,305+306.2% | $4,299+306.8% |
| Participant deferral / active EE | $3,990 | $6,272-36.4% | $5,540-28.0% | $6,507-38.7% |
| Admin fee / account holder | $8,133 | $16,786-51.6% | $14,329-43.2% | $12,624-35.6% |