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 | $47,526 | $197,825-76.0% | $155,790-69.5% | $125,391-62.1% |
| Participation rate | 87.0% | 82.1%+4.9pp | 76.1%+10.9pp | 83.2%+3.8pp |
| Annual return | -0.18% | 86.74%-86.9pp | 71.54%-71.7pp | 282.22%-282.4pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,769 | $5,630+2.5% | $4,797+20.3% | $5,352+7.8% |
| Admin fee / account holder | $2,511 | $9,545-73.7% | $7,478-66.4% | $9,540-73.7% |