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 | $93,835 | $97,757-4.0% | $83,848+11.9% | $135,375-30.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -3.38% | 1287.37%-1290.7pp | 850.88%-854.3pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,107 | $4,222-73.8% | $3,631-69.5% | $4,779-76.8% |
| Participant deferral / active EE | $2,726 | $4,682-41.8% | $4,082-33.2% | $5,609-51.4% |
| Admin fee / account holder | $411 | $6,674-93.8% | $5,478-92.5% | $10,827-96.2% |