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 | $39,987 | $100,852-60.4% | $90,404-55.8% | $158,922-74.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 30.67% | 1724.20%-1693.5pp | 1293.02%-1262.3pp | 302.83%-272.2pp |
| Employer contribution / active EE | $3,161 | $3,689-14.3% | $3,262-3.1% | $4,761-33.6% |
| Participant deferral / active EE | $7,443 | $4,348+71.2% | $3,963+87.8% | $5,982+24.4% |
| Admin fee / account holder | $1,307 | $6,501-79.9% | $5,611-76.7% | $11,246-88.4% |