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 | $62,931 | $92,703-32.1% | $82,719-23.9% | $134,475-53.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -17.07% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,186 | $3,274+27.9% | $3,009+39.1% | $4,740-11.7% |
| Participant deferral / active EE | $3,221 | $4,802-32.9% | $4,395-26.7% | $6,400-49.7% |
| Admin fee / account holder | $4,124 | $5,983-31.1% | $5,329-22.6% | $11,426-63.9% |