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 3-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 | $49,093 | $159,901-69.3% | $146,958-66.6% | $145,922-66.4% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 50.82% | 98.13%-47.3pp | 418.34%-367.5pp | 561.29%-510.5pp |
| Employer contribution / active EE | $4,212 | $5,286-20.3% | $4,933-14.6% | $4,660-9.6% |
| Participant deferral / active EE | $9,488 | $8,428+12.6% | $8,070+17.6% | $6,688+41.9% |
| Admin fee / account holder | $785 | $15,044-94.8% | $12,998-94.0% | $13,397-94.1% |