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 3-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 | $108,955 | $190,805-42.9% | $159,960-31.9% | $134,475-19.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.69% | 552.23%-567.9pp | 408.60%-424.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $18,723 | $4,995+274.8% | $4,226+343.1% | $4,740+295.0% |
| Participant deferral / active EE | $6,833 | $6,923-1.3% | $6,182+10.5% | $6,400+6.8% |
| Admin fee / account holder | $949 | $10,471-90.9% | $8,698-89.1% | $11,426-91.7% |