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 | $41,840 | $90,600-53.8% | $79,464-47.3% | $135,375-69.1% |
| Participation rate | 85.0% | 76.0%+9.0pp | 73.3%+11.7pp | 82.6%+2.4pp |
| Annual return | -5.92% | 977.43%-983.4pp | 718.14%-724.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,560 | $3,068-49.2% | $2,800-44.3% | $4,779-67.4% |
| Participant deferral / active EE | $3,108 | $4,050-23.3% | $3,704-16.1% | $5,609-44.6% |
| Admin fee / account holder | $487 | $5,907-91.8% | $5,113-90.5% | $10,827-95.5% |