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 6-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 | $66,222 | $112,881-41.3% | $90,951-27.2% | $158,922-58.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,794 | $2,893-38.0% | $2,122-15.4% | $4,761-62.3% |
| Participant deferral / active EE | $6,278 | $4,128+52.1% | $3,373+86.1% | $5,982+4.9% |
| Admin fee / account holder | $699 | $8,041-91.3% | $5,959-88.3% | $11,246-93.8% |