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 | $90,391 | $104,486-13.5% | $76,817+17.7% | $152,861-40.9% |
| Participation rate | 94.7% | 76.6%+18.1pp | 72.1%+22.7pp | 82.4%+12.3pp |
| Annual return | 20.60% | 1013.37%-992.8pp | 1166.11%-1145.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $8,856 | $3,116+184.2% | $2,302+284.7% | $4,762+86.0% |
| Participant deferral / active EE | $7,586 | $4,236+79.1% | $3,336+127.4% | $5,850+29.7% |
| Admin fee / account holder | $8,808 | $12,275-28.2% | $6,420+37.2% | $11,596-24.0% |