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 6-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 | $26,079 | $159,901-83.7% | $146,958-82.3% | $145,922-82.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 91.11% | 98.13%-7.0pp | 418.34%-327.2pp | 561.29%-470.2pp |
| Employer contribution / active EE | $2,042 | $5,286-61.4% | $4,933-58.6% | $4,660-56.2% |
| Participant deferral / active EE | $4,654 | $8,428-44.8% | $8,070-42.3% | $6,688-30.4% |
| Admin fee / account holder | $1,868 | $15,044-87.6% | $12,998-85.6% | $13,397-86.1% |