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 | $85,159 | $27,915+205.1% | $58,482+45.6% | $75,163+13.3% |
| Participation rate | 96.3% | 38.8%+57.5pp | 50.9%+45.4pp | 67.2%+29.1pp |
| Annual return | 69.01% | 44.20%+24.8pp | 4239.32%-4170.3pp | 160.62%-91.6pp |
| Employer contribution / active EE | $2,055 | $669+207.2% | $1,053+95.1% | $2,670-23.0% |
| Participant deferral / active EE | $5,308 | $1,201+341.8% | $1,924+175.9% | $4,125+28.7% |
| Admin fee / account holder | $460 | $1,726-73.3% | $2,516-81.7% | $5,651-91.9% |