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 8-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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,460 | $52,953+19.8% | $172,739-63.3% | $65,185-2.6% |
| Participation rate | 76.9% | 66.2%+10.7pp | 82.6%-5.7pp | 70.2%+6.7pp |
| Annual return | 21.91% | 30.12%-8.2pp | 802.84%-780.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $3,610 | $2,190+64.9% | $5,143-29.8% | $2,177+65.9% |
| Participant deferral / active EE | $6,758 | $2,471+173.5% | $5,198+30.0% | $3,514+92.3% |
| Admin fee / account holder | $439 | $472-7.0% | $13,954-96.9% | $847-48.2% |