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 | $84,787 | $97,757-13.3% | $83,848+1.1% | $135,375-37.4% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -7.92% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,608 | $4,222-61.9% | $3,631-55.7% | $4,779-66.4% |
| Participant deferral / active EE | $1,996 | $4,682-57.4% | $4,082-51.1% | $5,609-64.4% |
| Admin fee / account holder | $3,588 | $6,674-46.2% | $5,478-34.5% | $10,827-66.9% |