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 | $34,326 | $85,766-60.0% | $136,294-74.8% | $70,131-51.1% |
| Participation rate | 76.3% | 74.2%+2.2pp | 81.9%-5.6pp | 69.5%+6.8pp |
| Annual return | 92.11% | 31.45%+60.7pp | 5155.94%-5063.8pp | 73.14%+19.0pp |
| Employer contribution / active EE | $3,357 | $2,966+13.2% | $4,695-28.5% | $2,342+43.3% |
| Participant deferral / active EE | $6,731 | $5,051+33.2% | $6,247+7.7% | $3,332+102.0% |
| Admin fee / account holder | $1,390 | $5,420-74.4% | $9,243-85.0% | $4,645-70.1% |