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 4-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 | $67,018 | $217,402-69.2% | $185,823-63.9% | $167,490-60.0% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $7,994 | $5,873+36.1% | $5,167+54.7% | $4,837+65.2% |
| Participant deferral / active EE | $17,719 | $6,356+178.8% | $5,568+218.2% | $6,341+179.4% |
| Admin fee / account holder | $1,396 | $19,811-93.0% | $16,237-91.4% | $12,309-88.7% |