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 | $33,570 | $65,390-48.7% | $169,368-80.2% | $71,457-53.0% |
| Participation rate | 72.3% | 67.0%+5.3pp | 77.1%-4.9pp | 67.9%+4.3pp |
| Annual return | 335.24% | 21.31%+313.9pp | 405.60%-70.4pp | 28.85%+306.4pp |
| Employer contribution / active EE | $1,348 | $2,079-35.1% | $4,013-66.4% | $2,588-47.9% |
| Participant deferral / active EE | $5,700 | $4,367+30.5% | $6,221-8.4% | $4,289+32.9% |
| Admin fee / account holder | $3,271 | $1,324+147.0% | $9,003-63.7% | $1,587+106.1% |