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 | $108,027 | $112,096-3.6% | $95,952+12.6% | $158,922-32.0% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 99.83% | 171.09%-71.3pp | 91.61%+8.2pp | 302.83%-203.0pp |
| Employer contribution / active EE | $4,688 | $3,198+46.6% | $2,541+84.5% | $4,761-1.5% |
| Participant deferral / active EE | $8,975 | $4,784+87.6% | $4,167+115.4% | $5,982+50.0% |
| Admin fee / account holder | $5,118 | $10,130-49.5% | $6,795-24.7% | $11,246-54.5% |