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 | $55,129 | $45,152+22.1% | $73,843-25.3% | $59,632-7.6% |
| Participation rate | 89.7% | 64.0%+25.7pp | 73.4%+16.3pp | 68.7%+21.1pp |
| Annual return | -1.92% | 27.40%-29.3pp | 2267.84%-2269.8pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $3,972 | $1,902+108.9% | $2,787+42.5% | $2,203+80.3% |
| Participant deferral / active EE | $3,637 | $2,574+41.3% | $3,583+1.5% | $3,192+14.0% |
| Admin fee / account holder | $567 | $3,516-83.9% | $4,880-88.4% | $4,297-86.8% |