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 8-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 | $50,386 | $190,805-73.6% | $159,960-68.5% | $134,475-62.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.54% | 552.23%-563.8pp | 408.60%-420.1pp | 417.96%-429.5pp |
| Employer contribution / active EE | $6,797 | $4,995+36.1% | $4,226+60.8% | $4,740+43.4% |
| Participant deferral / active EE | $13,813 | $6,923+99.5% | $6,182+123.4% | $6,400+115.8% |
| Admin fee / account holder | $682 | $10,471-93.5% | $8,698-92.2% | $11,426-94.0% |