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 10-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 | $81,735 | $99,020-17.5% | $86,590-5.6% | $147,584-44.6% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 1029.46% | 1312.34%-282.9pp | 964.84%+64.6pp | 578.55%+450.9pp |
| Employer contribution / active EE | $1,915 | $3,132-38.8% | $2,839-32.5% | $4,876-60.7% |
| Participant deferral / active EE | $3,476 | $3,972-12.5% | $3,609-3.7% | $5,439-36.1% |
| Admin fee / account holder | $329,991 | $5,710+5678.9% | $4,906+6626.8% | $10,885+2931.5% |