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 4-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 | $75,760 | $159,901-52.6% | $146,958-48.4% | $145,922-48.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 147.77% | 98.13%+49.6pp | 418.34%-270.6pp | 561.29%-413.5pp |
| Employer contribution / active EE | $5,747 | $5,286+8.7% | $4,933+16.5% | $4,660+23.3% |
| Participant deferral / active EE | $10,612 | $8,428+25.9% | $8,070+31.5% | $6,688+58.7% |
| Admin fee / account holder | $4,813 | $15,044-68.0% | $12,998-63.0% | $13,397-64.1% |