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 | $36,435 | $105,181-65.4% | $159,436-77.1% | $85,850-57.6% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.8%-9.8pp | 69.3%+3.7pp |
| Annual return | 269.21% | 45.07%+224.1pp | 263.57%+5.6pp | 318.53%-49.3pp |
| Employer contribution / active EE | $2,307 | $3,318-30.5% | $4,829-52.2% | $2,565-10.1% |
| Participant deferral / active EE | $9,302 | $5,945+56.5% | $7,352+26.5% | $3,952+135.4% |
| Admin fee / account holder | $6,417 | $6,933-7.4% | $10,799-40.6% | $6,260+2.5% |