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 | $33,221 | $102,317-67.5% | $146,958-77.4% | $80,856-58.9% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 38.26% | 134.76%-96.5pp | 418.34%-380.1pp | 35.59%+2.7pp |
| Employer contribution / active EE | $5,082 | $3,713+36.9% | $4,933+3.0% | $2,755+84.5% |
| Participant deferral / active EE | $7,421 | $6,644+11.7% | $8,070-8.0% | $4,296+72.8% |
| Admin fee / account holder | $2,727 | $7,941-65.7% | $12,998-79.0% | $6,918-60.6% |