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 | $65,521 | $84,233-22.2% | $170,442-61.6% | $70,131-6.6% |
| Participation rate | 94.1% | 70.8%+23.3pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 98.05% | 23.06%+75.0pp | 205.93%-107.9pp | 73.14%+24.9pp |
| Employer contribution / active EE | $7,424 | $3,387+119.2% | $5,433+36.7% | $2,342+216.9% |
| Participant deferral / active EE | $4,096 | $3,086+32.7% | $4,939-17.1% | $3,332+22.9% |
| Admin fee / account holder | $905 | $5,698-84.1% | $13,880-93.5% | $4,645-80.5% |