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 | $63,712 | $82,630-22.9% | $64,105-0.6% | $125,391-49.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 68.2%+9.6pp | 83.2%-5.4pp |
| Annual return | -0.70% | 1489.72%-1490.4pp | 791.24%-791.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $684 | $2,671-74.4% | $1,820-62.4% | $4,866-85.9% |
| Participant deferral / active EE | $2,219 | $3,608-38.5% | $2,822-21.4% | $5,352-58.5% |
| Admin fee / account holder | $1,743 | $6,382-72.7% | $4,499-61.3% | $9,540-81.7% |