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 | $66,362 | $56,199+18.1% | $67,652-1.9% | $59,632+11.3% |
| Participation rate | 84.4% | 71.5%+13.0pp | 75.7%+8.8pp | 68.7%+15.8pp |
| Annual return | -0.12% | 18505.31%-18505.4pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,481 | $1,614-8.3% | $2,266-34.6% | $2,203-32.8% |
| Participant deferral / active EE | $3,378 | $2,844+18.8% | $3,560-5.1% | $3,192+5.9% |
| Admin fee / account holder | $2,243 | $3,958-43.3% | $4,821-53.5% | $4,297-47.8% |