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 | $37,515 | $190,805-80.3% | $159,960-76.5% | $134,475-72.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.82% | 552.23%-572.0pp | 408.60%-428.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,255 | $4,995+5.2% | $4,226+24.3% | $4,740+10.9% |
| Participant deferral / active EE | $8,354 | $6,923+20.7% | $6,182+35.1% | $6,400+30.5% |
| Admin fee / account holder | $320 | $10,471-96.9% | $8,698-96.3% | $11,426-97.2% |