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 | $62,018 | $135,635-54.3% | $110,238-43.7% | $135,375-54.2% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -6.71% | 513.19%-519.9pp | 314.74%-321.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,165 | $4,906-76.2% | $3,826-69.5% | $4,779-75.6% |
| Participant deferral / active EE | $1,872 | $5,506-66.0% | $4,672-59.9% | $5,609-66.6% |
| Admin fee / account holder | $1,389 | $11,457-87.9% | $8,547-83.7% | $10,827-87.2% |