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 | $65,027 | $97,757-33.5% | $83,848-22.4% | $135,375-52.0% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -9.09% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $10,860 | $4,222+157.2% | $3,631+199.1% | $4,779+127.2% |
| Participant deferral / active EE | $4,279 | $4,682-8.6% | $4,082+4.8% | $5,609-23.7% |
| Admin fee / account holder | $6,197 | $6,674-7.1% | $5,478+13.1% | $10,827-42.8% |