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 | $53,740 | $99,640-46.1% | $86,436-37.8% | $134,475-60.0% |
| Participation rate | 95.5% | 82.0%+13.4pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -16.69% | 6782.58%-6799.3pp | 4394.89%-4411.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,435 | $4,400-21.9% | $3,769-8.9% | $4,740-27.5% |
| Participant deferral / active EE | $3,879 | $7,246-46.5% | $6,952-44.2% | $6,400-39.4% |
| Admin fee / account holder | $10,473 | $8,371+25.1% | $6,731+55.6% | $11,426-8.3% |