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 | $34,759 | $92,703-62.5% | $82,719-58.0% | $134,475-74.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -19.53% | 944.92%-964.5pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,526 | $3,274-53.4% | $3,009-49.3% | $4,740-67.8% |
| Participant deferral / active EE | $3,906 | $4,802-18.7% | $4,395-11.1% | $6,400-39.0% |
| Admin fee / account holder | $3,230 | $5,983-46.0% | $5,329-39.4% | $11,426-71.7% |