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 | $102,273 | $99,640+2.6% | $86,436+18.3% | $134,475-23.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.00% | 6782.58%-6790.6pp | 4394.89%-4402.9pp | 417.96%-426.0pp |
| Employer contribution / active EE | $3,104 | $4,400-29.5% | $3,769-17.6% | $4,740-34.5% |
| Participant deferral / active EE | $9,619 | $7,246+32.7% | $6,952+38.4% | $6,400+50.3% |
| Admin fee / account holder | $4,048 | $8,371-51.6% | $6,731-39.9% | $11,426-64.6% |