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 | $23,354 | $82,630-71.7% | $64,105-63.6% | $125,391-81.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.46% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,851 | $2,671+6.7% | $1,820+56.6% | $4,866-41.4% |
| Participant deferral / active EE | $6,867 | $3,608+90.3% | $2,822+143.4% | $5,352+28.3% |
| Admin fee / account holder | $2,932 | $6,382-54.1% | $4,499-34.8% | $9,540-69.3% |