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 | $68,944 | $159,901-56.9% | $146,958-53.1% | $145,922-52.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 42.85% | 98.13%-55.3pp | 418.34%-375.5pp | 561.29%-518.4pp |
| Employer contribution / active EE | $10,347 | $5,286+95.7% | $4,933+109.7% | $4,660+122.0% |
| Participant deferral / active EE | $10,440 | $8,428+23.9% | $8,070+29.4% | $6,688+56.1% |
| Admin fee / account holder | $2,709 | $15,044-82.0% | $12,998-79.2% | $13,397-79.8% |