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 10-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 | $67,581 | $49,173+37.4% | $121,098-44.2% | $75,163-10.1% |
| Participation rate | 70.0% | 55.4%+14.6pp | 69.5%+0.5pp | 67.2%+2.8pp |
| Annual return | 16.64% | 55.99%-39.3pp | 985.75%-969.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,035 | $1,546+96.3% | $4,164-27.1% | $2,670+13.7% |
| Participant deferral / active EE | $5,987 | $2,628+127.8% | $4,080+46.7% | $4,125+45.1% |
| Admin fee / account holder | $969 | $3,942-75.4% | $5,644-82.8% | $5,651-82.8% |