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 | $58,053 | $70,587-17.8% | $124,672-53.4% | $85,850-32.4% |
| Participation rate | 86.7% | 64.4%+22.3pp | 74.6%+12.1pp | 69.3%+17.4pp |
| Annual return | 16.04% | 20688.83%-20672.8pp | 5142.93%-5126.9pp | 318.53%-302.5pp |
| Employer contribution / active EE | $4,512 | $1,913+135.8% | $3,324+35.8% | $2,565+75.9% |
| Participant deferral / active EE | $4,276 | $2,969+44.1% | $4,614-7.3% | $3,952+8.2% |
| Admin fee / account holder | $5,907 | $5,282+11.8% | $7,493-21.2% | $6,260-5.6% |