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 5-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 | $47,154 | $70,606-33.2% | $53,898-12.5% | $142,382-66.9% |
| Participation rate | 95.8% | 63.7%+32.1pp | 55.0%+40.9pp | 80.1%+15.7pp |
| Annual return | 96.05% | 619.81%-523.8pp | 528.60%-432.5pp | 217.08%-121.0pp |
| Employer contribution / active EE | $2,885 | $1,202+140.0% | $932+209.5% | $4,299-32.9% |
| Participant deferral / active EE | $3,810 | $2,364+61.2% | $1,826+108.6% | $6,507-41.4% |
| Admin fee / account holder | $424 | $2,852-85.1% | $2,491-83.0% | $12,624-96.6% |