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 | $76,161 | $105,998-28.1% | $92,233-17.4% | $147,584-48.4% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 16.04% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,763 | $4,333-36.2% | $3,679-24.9% | $4,876-43.3% |
| Participant deferral / active EE | $6,979 | $4,478+55.9% | $3,897+79.1% | $5,439+28.3% |
| Admin fee / account holder | $6,187 | $6,332-2.3% | $5,194+19.1% | $10,885-43.2% |