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 | $74,464 | $84,695-12.1% | $73,843+0.8% | $125,391-40.6% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -2.76% | 3123.53%-3126.3pp | 2267.84%-2270.6pp | 282.22%-285.0pp |
| Employer contribution / active EE | $374 | $3,123-88.0% | $2,787-86.6% | $4,866-92.3% |
| Participant deferral / active EE | $1,079 | $3,992-73.0% | $3,583-69.9% | $5,352-79.8% |
| Admin fee / account holder | $1,700 | $5,691-70.1% | $4,880-65.2% | $9,540-82.2% |