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 | $26,997 | $84,695-68.1% | $73,843-63.4% | $125,391-78.5% |
| Participation rate | 81.8% | 76.8%+5.1pp | 73.4%+8.4pp | 83.2%-1.4pp |
| Annual return | -0.63% | 3123.53%-3124.2pp | 2267.84%-2268.5pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,731 | $3,123-44.6% | $2,787-37.9% | $4,866-64.4% |
| Participant deferral / active EE | $3,252 | $3,992-18.6% | $3,583-9.3% | $5,352-39.2% |
| Admin fee / account holder | $1,567 | $5,691-72.5% | $4,880-67.9% | $9,540-83.6% |