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 3-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 | $53,721 | $58,208-7.7% | $81,812-34.3% | $80,856-33.6% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.3%+13.4pp | 67.6%+18.1pp |
| Annual return | 222.63% | 41.66%+181.0pp | 773.79%-551.2pp | 35.59%+187.0pp |
| Employer contribution / active EE | $9,515 | $2,340+306.6% | $2,912+226.7% | $2,755+245.4% |
| Participant deferral / active EE | $19,937 | $3,281+507.7% | $4,319+361.7% | $4,296+364.1% |
| Admin fee / account holder | $2,386 | $4,981-52.1% | $7,386-67.7% | $6,918-65.5% |