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 4-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 | $36,719 | $96,635-62.0% | $86,612-57.6% | $139,434-73.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 338.00% | 106.41%+231.6pp | 591.07%-253.1pp | 372.94%-34.9pp |
| Employer contribution / active EE | $3,406 | $3,263+4.4% | $3,022+12.7% | $4,751-28.3% |
| Participant deferral / active EE | $7,088 | $4,836+46.6% | $4,438+59.7% | $6,710+5.6% |
| Admin fee / account holder | $4,845 | $6,408-24.4% | $5,614-13.7% | $11,403-57.5% |