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 | $65,791 | $82,630-20.4% | $64,105+2.6% | $125,391-47.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -3.56% | 1489.72%-1493.3pp | 791.24%-794.8pp | 282.22%-285.8pp |
| Employer contribution / active EE | $5,817 | $2,671+117.8% | $1,820+219.6% | $4,866+19.5% |
| Participant deferral / active EE | $4,738 | $3,608+31.3% | $2,822+67.9% | $5,352-11.5% |
| Admin fee / account holder | $8,234 | $6,382+29.0% | $4,499+83.0% | $9,540-13.7% |