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 | $52,815 | $84,695-37.6% | $73,843-28.5% | $125,391-57.9% |
| Participation rate | 84.6% | 76.8%+7.9pp | 73.4%+11.2pp | 83.2%+1.4pp |
| Annual return | -0.85% | 3123.53%-3124.4pp | 2267.84%-2268.7pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,308 | $3,123-26.1% | $2,787-17.2% | $4,866-52.6% |
| Participant deferral / active EE | $1,828 | $3,992-54.2% | $3,583-49.0% | $5,352-65.8% |
| Admin fee / account holder | $1,270 | $5,691-77.7% | $4,880-74.0% | $9,540-86.7% |