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 7-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 | $65,461 | $74,888-12.6% | $71,209-8.1% | $142,382-54.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 86.43% | 345.14%-258.7pp | 282.51%-196.1pp | 217.08%-130.6pp |
| Employer contribution / active EE | $5,230 | $2,854+83.2% | $2,721+92.2% | $4,299+21.6% |
| Participant deferral / active EE | $5,377 | $4,454+20.7% | $4,175+28.8% | $6,507-17.4% |
| Admin fee / account holder | $9,136 | $5,568+64.1% | $5,349+70.8% | $12,624-27.6% |