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 | $78,445 | $82,630-5.1% | $64,105+22.4% | $125,391-37.4% |
| Participation rate | 76.9% | 75.9%+1.1pp | 68.2%+8.8pp | 83.2%-6.3pp |
| Annual return | -1.48% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,394 | $2,671-47.8% | $1,820-23.4% | $4,866-71.4% |
| Participant deferral / active EE | $4,614 | $3,608+27.9% | $2,822+63.5% | $5,352-13.8% |
| Admin fee / account holder | $540 | $6,382-91.5% | $4,499-88.0% | $9,540-94.3% |