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 7-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 | $132,867 | $190,805-30.4% | $159,960-16.9% | $134,475-1.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.11% | 552.23%-572.3pp | 408.60%-428.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $15,640 | $4,995+213.1% | $4,226+270.1% | $4,740+230.0% |
| Participant deferral / active EE | $24,625 | $6,923+255.7% | $6,182+298.3% | $6,400+284.8% |
| Admin fee / account holder | $553 | $10,471-94.7% | $8,698-93.6% | $11,426-95.2% |