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 | $36,015 | $109,817-67.2% | $98,442-63.4% | $167,490-78.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 13.50% | 1956.69%-1943.2pp | 1492.73%-1479.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,168 | $3,224-1.7% | $2,960+7.0% | $4,837-34.5% |
| Participant deferral / active EE | $5,162 | $4,673+10.5% | $4,276+20.7% | $6,341-18.6% |
| Admin fee / account holder | $4,553 | $6,753-32.6% | $5,949-23.5% | $12,309-63.0% |