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 | $42,567 | $198,466-78.6% | $170,442-75.0% | $147,584-71.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 366.29% | 257.29%+109.0pp | 205.93%+160.4pp | 578.55%-212.3pp |
| Employer contribution / active EE | $4,301 | $6,184-30.4% | $5,433-20.8% | $4,876-11.8% |
| Participant deferral / active EE | $5,288 | $5,629-6.1% | $4,939+7.0% | $5,439-2.8% |
| Admin fee / account holder | $412 | $16,852-97.6% | $13,880-97.0% | $10,885-96.2% |