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 | $123,507 | $144,119-14.3% | $117,854+4.8% | $147,584-16.3% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,858 | $4,896-62.1% | $3,786-50.9% | $4,876-61.9% |
| Participant deferral / active EE | $4,451 | $5,316-16.3% | $4,482-0.7% | $5,439-18.2% |
| Admin fee / account holder | $404 | $10,886-96.3% | $8,020-95.0% | $10,885-96.3% |