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 | $58,561 | $105,998-44.8% | $92,233-36.5% | $147,584-60.3% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 24.31% | 50.05%-25.7pp | 176.28%-152.0pp | 578.55%-554.2pp |
| Employer contribution / active EE | $2,338 | $4,333-46.0% | $3,679-36.5% | $4,876-52.1% |
| Participant deferral / active EE | $5,381 | $4,478+20.2% | $3,897+38.1% | $5,439-1.1% |
| Admin fee / account holder | $868 | $6,332-86.3% | $5,194-83.3% | $10,885-92.0% |