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 | $41,093 | $81,625-49.7% | $167,512-75.5% | $74,304-44.7% |
| Participation rate | 95.6% | 60.0%+35.6pp | 77.1%+18.5pp | 60.3%+35.2pp |
| Annual return | 54.02% | 26.09%+27.9pp | 1615.79%-1561.8pp | 29.43%+24.6pp |
| Employer contribution / active EE | $3,592 | $2,010+78.7% | $3,882-7.5% | $2,241+60.3% |
| Participant deferral / active EE | $7,819 | $4,115+90.0% | $6,405+22.1% | $3,767+107.5% |
| Admin fee / account holder | $2,794 | $3,474-19.6% | $9,769-71.4% | $2,969-5.9% |