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 | $33,344 | $135,635-75.4% | $110,238-69.8% | $135,375-75.4% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.8%+2.5pp | 82.6%-0.3pp |
| Annual return | -5.41% | 513.19%-518.6pp | 314.74%-320.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,342 | $4,906-52.3% | $3,826-38.8% | $4,779-51.0% |
| Participant deferral / active EE | $4,937 | $5,506-10.3% | $4,672+5.7% | $5,609-12.0% |
| Admin fee / account holder | $4,489 | $11,457-60.8% | $8,547-47.5% | $10,827-58.5% |