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 4-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 | $71,058 | $101,317-29.9% | $146,958-51.6% | $74,495-4.6% |
| Participation rate | 82.6% | 75.5%+7.1pp | 82.2%+0.5pp | 67.2%+15.4pp |
| Annual return | 83.63% | 8730.91%-8647.3pp | 418.34%-334.7pp | 1364.94%-1281.3pp |
| Employer contribution / active EE | $11,733 | $3,810+207.9% | $4,933+137.8% | $2,623+347.3% |
| Participant deferral / active EE | $6,858 | $7,303-6.1% | $8,070-15.0% | $4,346+57.8% |
| Admin fee / account holder | $3,246 | $1,739+86.7% | $12,998-75.0% | $1,942+67.2% |