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 | $33,412 | $90,600-63.1% | $79,464-58.0% | $135,375-75.3% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -3.61% | 977.43%-981.0pp | 718.14%-721.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,027 | $3,068-1.3% | $2,800+8.1% | $4,779-36.7% |
| Participant deferral / active EE | $3,647 | $4,050-9.9% | $3,704-1.5% | $5,609-35.0% |
| Admin fee / account holder | $7,051 | $5,907+19.4% | $5,113+37.9% | $10,827-34.9% |