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 | $59,661 | $99,640-40.1% | $86,436-31.0% | $134,475-55.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.71% | 6782.58%-6803.3pp | 4394.89%-4415.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,908 | $4,400-33.9% | $3,769-22.8% | $4,740-38.7% |
| Participant deferral / active EE | $9,845 | $7,246+35.9% | $6,952+41.6% | $6,400+53.8% |
| Admin fee / account holder | $325 | $8,371-96.1% | $6,731-95.2% | $11,426-97.2% |