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 | $66,640 | $97,757-31.8% | $83,848-20.5% | $135,375-50.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -2.76% | 1287.37%-1290.1pp | 850.88%-853.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $2,180 | $4,222-48.4% | $3,631-40.0% | $4,779-54.4% |
| Participant deferral / active EE | $23,438 | $4,682+400.6% | $4,082+474.2% | $5,609+317.9% |
| Admin fee / account holder | $397 | $6,674-94.1% | $5,478-92.8% | $10,827-96.3% |