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 9-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 | $53,506 | $138,044-61.2% | $125,339-57.3% | $134,475-60.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.32% | 750.33%-762.6pp | 572.05%-584.4pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,426 | $5,243-34.7% | $4,814-28.8% | $4,740-27.7% |
| Participant deferral / active EE | $5,611 | $7,799-28.0% | $7,446-24.6% | $6,400-12.3% |
| Admin fee / account holder | $313 | $11,571-97.3% | $10,010-96.9% | $11,426-97.3% |