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 7-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 | $66,195 | $65,365+1.3% | $92,893-28.7% | $72,985-9.3% |
| Participation rate | 96.2% | 68.3%+27.9pp | 76.0%+20.2pp | 69.5%+26.7pp |
| Annual return | 1089.60% | 42.10%+1047.5pp | 109.41%+980.2pp | 81.00%+1008.6pp |
| Employer contribution / active EE | $1,357 | $2,594-47.7% | $3,653-62.8% | $2,440-44.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $673 | $4,251-84.2% | $5,794-88.4% | $5,124-86.9% |