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 | $28,423 | $97,757-70.9% | $83,848-66.1% | $135,375-79.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.11% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,276 | $4,222-46.1% | $3,631-37.3% | $4,779-52.4% |
| Participant deferral / active EE | $5,542 | $4,682+18.4% | $4,082+35.8% | $5,609-1.2% |
| Admin fee / account holder | $334 | $6,674-95.0% | $5,478-93.9% | $10,827-96.9% |