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 | $31,164 | $97,757-68.1% | $83,848-62.8% | $135,375-77.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.46% | 1287.37%-1289.8pp | 850.88%-853.3pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,545 | $4,222-63.4% | $3,631-57.5% | $4,779-67.7% |
| Participant deferral / active EE | $1,301 | $4,682-72.2% | $4,082-68.1% | $5,609-76.8% |
| Admin fee / account holder | $7,843 | $6,674+17.5% | $5,478+43.2% | $10,827-27.6% |