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 | $123,018 | $106,543+15.5% | $91,220+34.9% | $134,475-8.5% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -13.67% | 160.60%-174.3pp | 114.01%-127.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,976 | $3,331-40.7% | $2,850-30.7% | $4,740-58.3% |
| Participant deferral / active EE | $5,283 | $4,719+12.0% | $4,234+24.8% | $6,400-17.4% |
| Admin fee / account holder | $2,587 | $6,231-58.5% | $5,420-52.3% | $11,426-77.4% |