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 9-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 | $93,003 | $104,974-11.4% | $95,585-2.7% | $142,382-34.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 986.80% | 210.33%+776.5pp | 38.56%+948.2pp | 217.08%+769.7pp |
| Employer contribution / active EE | $591 | $2,779-78.7% | $2,527-76.6% | $4,299-86.3% |
| Participant deferral / active EE | $7,627 | $4,352+75.3% | $4,023+89.6% | $6,507+17.2% |
| Admin fee / account holder | $695 | $6,386-89.1% | $6,127-88.7% | $12,624-94.5% |