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 | $51,198 | $97,757-47.6% | $83,848-38.9% | $135,375-62.2% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.28% | 1287.37%-1292.6pp | 850.88%-856.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,626 | $4,222-37.8% | $3,631-27.7% | $4,779-45.1% |
| Participant deferral / active EE | $6,165 | $4,682+31.7% | $4,082+51.0% | $5,609+9.9% |
| Admin fee / account holder | $1,775 | $6,674-73.4% | $5,478-67.6% | $10,827-83.6% |