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 9-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 | $35,913 | $197,591-81.8% | $177,821-79.8% | $158,922-77.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 179.79% | 58.76%+121.0pp | 48.32%+131.5pp | 302.83%-123.0pp |
| Employer contribution / active EE | $1,509 | $6,697-77.5% | $5,918-74.5% | $4,761-68.3% |
| Participant deferral / active EE | $6,445 | $8,405-23.3% | $7,714-16.4% | $5,982+7.7% |
| Admin fee / account holder | $617 | $15,399-96.0% | $12,427-95.0% | $11,246-94.5% |