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 | $78,462 | $67,331+16.5% | $60,874+28.9% | $134,475-41.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -11.70% | 49.93%-61.6pp | 16.90%-28.6pp | 417.96%-429.7pp |
| Employer contribution / active EE | $5,165 | $3,096+66.8% | $2,701+91.2% | $4,740+9.0% |
| Participant deferral / active EE | $2,613 | $4,538-42.4% | $3,817-31.5% | $6,400-59.2% |
| Admin fee / account holder | $1,491 | $4,582-67.5% | $3,224-53.8% | $11,426-86.9% |