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 | $68,487 | $124,319-44.9% | $111,297-38.5% | $167,490-59.1% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 491.22% | 37.44%+453.8pp | 54.65%+436.6pp | 478.56%+12.7pp |
| Employer contribution / active EE | $3,046 | $3,435-11.3% | $2,731+11.5% | $4,837-37.0% |
| Participant deferral / active EE | $5,016 | $5,180-3.2% | $4,487+11.8% | $6,341-20.9% |
| Admin fee / account holder | $820 | $10,618-92.3% | $7,964-89.7% | $12,309-93.3% |