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 | $126,292 | $90,600+39.4% | $79,464+58.9% | $135,375-6.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.04% | 977.43%-985.5pp | 718.14%-726.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,173 | $3,068+3.4% | $2,800+13.3% | $4,779-33.6% |
| Participant deferral / active EE | $13,519 | $4,050+233.8% | $3,704+265.0% | $5,609+141.0% |
| Admin fee / account holder | $1,242 | $5,907-79.0% | $5,113-75.7% | $10,827-88.5% |