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 9-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 | $25,231 | $102,966-75.5% | $90,281-72.1% | $152,861-83.5% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.4%+1.8pp |
| Annual return | 60.45% | 95.16%-34.7pp | 78.10%-17.6pp | 345.32%-284.9pp |
| Employer contribution / active EE | $3,282 | $3,139+4.6% | $2,854+15.0% | $4,762-31.1% |
| Participant deferral / active EE | $5,566 | $4,281+30.0% | $3,885+43.3% | $5,850-4.9% |
| Admin fee / account holder | $2,817 | $6,171-54.3% | $5,351-47.4% | $11,596-75.7% |