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 4-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 | $13,827 | $88,751-84.4% | $81,812-83.1% | $145,922-90.5% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.3%+6.8pp | 80.3%-1.1pp |
| Annual return | 102.94% | 1025.40%-922.5pp | 773.79%-670.9pp | 561.29%-458.4pp |
| Employer contribution / active EE | $1,851 | $3,083-40.0% | $2,912-36.4% | $4,660-60.3% |
| Participant deferral / active EE | $4,512 | $4,643-2.8% | $4,319+4.5% | $6,688-32.5% |
| Admin fee / account holder | $6,694 | $8,415-20.5% | $7,386-9.4% | $13,397-50.0% |