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 | $44,960 | $104,486-57.0% | $76,817-41.5% | $152,861-70.6% |
| Participation rate | 94.7% | 76.6%+18.1pp | 72.1%+22.7pp | 82.4%+12.3pp |
| Annual return | 24.11% | 1013.37%-989.3pp | 1166.11%-1142.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $6,201 | $3,116+99.0% | $2,302+169.4% | $4,762+30.2% |
| Participant deferral / active EE | $6,307 | $4,236+48.9% | $3,336+89.1% | $5,850+7.8% |
| Admin fee / account holder | $392 | $12,275-96.8% | $6,420-93.9% | $11,596-96.6% |