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 | $66,700 | $82,630-19.3% | $64,105+4.0% | $125,391-46.8% |
| Participation rate | 84.6% | 75.9%+8.8pp | 68.2%+16.4pp | 83.2%+1.4pp |
| Annual return | 0.03% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,302 | $2,671-51.3% | $1,820-28.5% | $4,866-73.2% |
| Participant deferral / active EE | $2,660 | $3,608-26.3% | $2,822-5.7% | $5,352-50.3% |
| Admin fee / account holder | $1,149 | $6,382-82.0% | $4,499-74.5% | $9,540-88.0% |