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 | $39,955 | $39,798+0.4% | $67,711-41.0% | $59,632-33.0% |
| Participation rate | 85.1% | 57.4%+27.8pp | 67.5%+17.6pp | 68.7%+16.4pp |
| Annual return | -1.60% | 89.94%-91.5pp | 25.41%-27.0pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,758 | $1,393+26.2% | $2,559-31.3% | $2,203-20.2% |
| Participant deferral / active EE | $2,638 | $2,335+13.0% | $3,585-26.4% | $3,192-17.3% |
| Admin fee / account holder | $4,962 | $3,212+54.5% | $4,255+16.6% | $4,297+15.5% |