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 | $85,621 | $97,757-12.4% | $83,848+2.1% | $135,375-36.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -6.54% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,944 | $4,222-30.3% | $3,631-18.9% | $4,779-38.4% |
| Participant deferral / active EE | $9,639 | $4,682+105.9% | $4,082+136.2% | $5,609+71.9% |
| Admin fee / account holder | $5,131 | $6,674-23.1% | $5,478-6.3% | $10,827-52.6% |