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 | $62,010 | $97,757-36.6% | $83,848-26.0% | $135,375-54.2% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -2.65% | 1287.37%-1290.0pp | 850.88%-853.5pp | 519.73%-522.4pp |
| Employer contribution / active EE | $3,001 | $4,222-28.9% | $3,631-17.3% | $4,779-37.2% |
| Participant deferral / active EE | $10,115 | $4,682+116.0% | $4,082+147.8% | $5,609+80.3% |
| Admin fee / account holder | $1,826 | $6,674-72.6% | $5,478-66.7% | $10,827-83.1% |