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 | $72,690 | $171,865-57.7% | $149,718-51.4% | $147,584-50.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 443.23% | 2113.22%-1670.0pp | 1501.63%-1058.4pp | 578.55%-135.3pp |
| Employer contribution / active EE | $1,478 | $6,275-76.4% | $5,445-72.9% | $4,876-69.7% |
| Participant deferral / active EE | $5,953 | $7,271-18.1% | $6,569-9.4% | $5,439+9.4% |
| Admin fee / account holder | $510 | $13,799-96.3% | $11,283-95.5% | $10,885-95.3% |