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 | $122,902 | $99,640+23.3% | $86,436+42.2% | $134,475-8.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.67% | 6782.58%-6784.2pp | 4394.89%-4396.6pp | 417.96%-419.6pp |
| Employer contribution / active EE | $27,833 | $4,400+532.5% | $3,769+638.6% | $4,740+487.2% |
| Participant deferral / active EE | $20,500 | $7,246+182.9% | $6,952+194.9% | $6,400+220.3% |
| Admin fee / account holder | $708 | $8,371-91.5% | $6,731-89.5% | $11,426-93.8% |