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 | $23,175 | $96,635-76.0% | $86,612-73.2% | $139,434-83.4% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 180.02% | 106.41%+73.6pp | 591.07%-411.1pp | 372.94%-192.9pp |
| Employer contribution / active EE | $3,164 | $3,263-3.0% | $3,022+4.7% | $4,751-33.4% |
| Participant deferral / active EE | $4,280 | $4,836-11.5% | $4,438-3.5% | $6,710-36.2% |
| Admin fee / account holder | $3,449 | $6,408-46.2% | $5,614-38.6% | $11,403-69.8% |