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 9-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 | $34,596 | $82,630-58.1% | $64,105-46.0% | $125,391-72.4% |
| Participation rate | 88.2% | 75.9%+12.4pp | 68.2%+20.1pp | 83.2%+5.0pp |
| Annual return | -3.54% | 1489.72%-1493.3pp | 791.24%-794.8pp | 282.22%-285.8pp |
| Employer contribution / active EE | $2,501 | $2,671-6.4% | $1,820+37.4% | $4,866-48.6% |
| Participant deferral / active EE | $5,673 | $3,608+57.2% | $2,822+101.0% | $5,352+6.0% |
| Admin fee / account holder | $2,646 | $6,382-58.5% | $4,499-41.2% | $9,540-72.3% |