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 9-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 | $68,234 | $97,757-30.2% | $83,848-18.6% | $135,375-49.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -6.30% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,876 | $4,222-55.6% | $3,631-48.3% | $4,779-60.7% |
| Participant deferral / active EE | $5,293 | $4,682+13.1% | $4,082+29.7% | $5,609-5.6% |
| Admin fee / account holder | $366 | $6,674-94.5% | $5,478-93.3% | $10,827-96.6% |