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 | $101,964 | $99,640+2.3% | $86,436+18.0% | $134,475-24.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -5.67% | 6782.58%-6788.2pp | 4394.89%-4400.6pp | 417.96%-423.6pp |
| Employer contribution / active EE | $1,732 | $4,400-60.7% | $3,769-54.1% | $4,740-63.5% |
| Participant deferral / active EE | $2,355 | $7,246-67.5% | $6,952-66.1% | $6,400-63.2% |
| Admin fee / account holder | $1,562 | $8,371-81.3% | $6,731-76.8% | $11,426-86.3% |