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 | $47,822 | $84,402-43.3% | $61,373-22.1% | $134,475-64.4% |
| Participation rate | 92.9% | 62.2%+30.7pp | 52.6%+40.3pp | 81.2%+11.6pp |
| Annual return | -17.60% | 584.55%-602.1pp | 338.61%-356.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,137 | $1,544-26.4% | $1,159-1.9% | $4,740-76.0% |
| Participant deferral / active EE | $3,458 | $2,819+22.7% | $2,125+62.7% | $6,400-46.0% |
| Admin fee / account holder | $5,927 | $2,585+129.3% | $2,130+178.3% | $11,426-48.1% |