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 | $87,159 | $56,199+55.1% | $67,652+28.8% | $59,632+46.2% |
| Participation rate | 76.7% | 71.5%+5.2pp | 75.7%+1.0pp | 68.7%+8.0pp |
| Annual return | -0.70% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $852 | $1,614-47.2% | $2,266-62.4% | $2,203-61.3% |
| Participant deferral / active EE | $3,410 | $2,844+19.9% | $3,560-4.2% | $3,192+6.8% |
| Admin fee / account holder | $1,196 | $3,958-69.8% | $4,821-75.2% | $4,297-72.2% |