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 | $104,890 | $180,449-41.9% | $154,107-31.9% | $135,375-22.5% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -8.64% | 888.09%-896.7pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,520 | $6,035-58.2% | $5,298-52.4% | $4,779-47.3% |
| Participant deferral / active EE | $6,517 | $5,806+12.3% | $5,081+28.3% | $5,609+16.2% |
| Admin fee / account holder | $2,390 | $16,143-85.2% | $13,411-82.2% | $10,827-77.9% |