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 | $69,211 | $102,604-32.5% | $86,188-19.7% | $139,434-50.4% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 11.61% | 1922.51%-1910.9pp | 1168.45%-1156.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $6,122 | $3,032+101.9% | $2,380+157.2% | $4,751+28.9% |
| Participant deferral / active EE | $6,986 | $4,676+49.4% | $3,985+75.3% | $6,710+4.1% |
| Admin fee / account holder | $1,353 | $8,657-84.4% | $6,852-80.3% | $11,403-88.1% |