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 | $56,513 | $58,208-2.9% | $81,812-30.9% | $80,856-30.1% |
| Participation rate | 97.6% | 63.4%+34.1pp | 72.3%+25.2pp | 67.6%+29.9pp |
| Annual return | 58.16% | 41.66%+16.5pp | 773.79%-715.6pp | 35.59%+22.6pp |
| Employer contribution / active EE | $5,031 | $2,340+115.0% | $2,912+72.8% | $2,755+82.6% |
| Participant deferral / active EE | $11,335 | $3,281+245.5% | $4,319+162.5% | $4,296+163.9% |
| Admin fee / account holder | $493 | $4,981-90.1% | $7,386-93.3% | $6,918-92.9% |