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 | $37,965 | $99,640-61.9% | $86,436-56.1% | $134,475-71.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.58% | 6782.58%-6802.2pp | 4394.89%-4414.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $5,473 | $4,400+24.4% | $3,769+45.2% | $4,740+15.5% |
| Participant deferral / active EE | $10,248 | $7,246+41.4% | $6,952+47.4% | $6,400+60.1% |
| Admin fee / account holder | $2,236 | $8,371-73.3% | $6,731-66.8% | $11,426-80.4% |