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 4-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 | $154,127 | $217,402-29.1% | $185,823-17.1% | $167,490-8.0% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,059 | $5,873-64.9% | $5,167-60.2% | $4,837-57.4% |
| Participant deferral / active EE | $4,127 | $6,356-35.1% | $5,568-25.9% | $6,341-34.9% |
| Admin fee / account holder | $824 | $19,811-95.8% | $16,237-94.9% | $12,309-93.3% |