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 3-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 | $95,765 | $201,272-52.4% | $184,203-48.0% | $145,922-34.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 462.28% | 29.00%+433.3pp | 28.81%+433.5pp | 561.29%-99.0pp |
| Employer contribution / active EE | $4,333 | $7,022-38.3% | $6,427-32.6% | $4,660-7.0% |
| Participant deferral / active EE | $7,319 | $9,806-25.4% | $9,131-19.9% | $6,688+9.4% |
| Admin fee / account holder | $1,044 | $16,364-93.6% | $13,901-92.5% | $13,397-92.2% |