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 | $63,751 | $45,152+41.2% | $73,843-13.7% | $59,632+6.9% |
| Participation rate | 90.2% | 64.0%+26.2pp | 73.4%+16.8pp | 68.7%+21.6pp |
| Annual return | -2.16% | 27.40%-29.6pp | 2267.84%-2270.0pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,793 | $1,902+46.9% | $2,787+0.2% | $2,203+26.8% |
| Participant deferral / active EE | $4,029 | $2,574+56.6% | $3,583+12.5% | $3,192+26.2% |
| Admin fee / account holder | $13,175 | $3,516+274.7% | $4,880+170.0% | $4,297+206.6% |