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 9-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 | $31,296 | $138,044-77.3% | $125,339-75.0% | $134,475-76.7% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -19.26% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,681 | $5,243-10.7% | $4,814-2.8% | $4,740-1.2% |
| Participant deferral / active EE | $7,177 | $7,799-8.0% | $7,446-3.6% | $6,400+12.1% |
| Admin fee / account holder | $1,404 | $11,571-87.9% | $10,010-86.0% | $11,426-87.7% |