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 | $30,120 | $45,152-33.3% | $73,843-59.2% | $59,632-49.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.09% | 27.40%-28.5pp | 2267.84%-2268.9pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $3,353 | $1,902+76.3% | $2,787+20.3% | $2,203+52.2% |
| Participant deferral / active EE | $2,659 | $2,574+3.3% | $3,583-25.8% | $3,192-16.7% |
| Admin fee / account holder | $401 | $3,516-88.6% | $4,880-91.8% | $4,297-90.7% |