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 | $34,674 | $82,630-58.0% | $64,105-45.9% | $125,391-72.3% |
| Participation rate | 91.7% | 75.9%+15.8pp | 68.2%+23.5pp | 83.2%+8.5pp |
| Annual return | 0.12% | 1489.72%-1489.6pp | 791.24%-791.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $5,624 | $2,671+110.5% | $1,820+209.0% | $4,866+15.6% |
| Participant deferral / active EE | $3,453 | $3,608-4.3% | $2,822+22.4% | $5,352-35.5% |
| Admin fee / account holder | $3,977 | $6,382-37.7% | $4,499-11.6% | $9,540-58.3% |