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 | $55,832 | $97,757-42.9% | $83,848-33.4% | $135,375-58.8% |
| Participation rate | 78.9% | 80.0%-1.0pp | 76.1%+2.8pp | 82.6%-3.7pp |
| Annual return | -0.44% | 1287.37%-1287.8pp | 850.88%-851.3pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,439 | $4,222-42.2% | $3,631-32.8% | $4,779-49.0% |
| Participant deferral / active EE | $5,736 | $4,682+22.5% | $4,082+40.5% | $5,609+2.3% |
| Admin fee / account holder | $1,232 | $6,674-81.5% | $5,478-77.5% | $10,827-88.6% |