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 | $63,966 | $104,106-38.6% | $71,086-10.0% | $135,375-52.7% |
| Participation rate | 83.3% | 65.7%+17.7pp | 54.7%+28.7pp | 82.6%+0.7pp |
| Annual return | -10.83% | 1256.30%-1267.1pp | 650.59%-661.4pp | 519.73%-530.6pp |
| Employer contribution / active EE | $6,285 | $1,485+323.3% | $1,088+477.8% | $4,779+31.5% |
| Participant deferral / active EE | $12,815 | $2,527+407.1% | $1,874+583.7% | $5,609+128.5% |
| Admin fee / account holder | $954 | $4,142-77.0% | $3,082-69.0% | $10,827-91.2% |