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 | $198,975 | $138,065+44.1% | $123,544+61.1% | $135,375+47.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.65% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,284 | $5,151-36.3% | $4,628-29.0% | $4,779-31.3% |
| Participant deferral / active EE | $9,623 | $6,799+41.5% | $6,426+49.8% | $5,609+71.6% |
| Admin fee / account holder | $12,228 | $10,916+12.0% | $9,284+31.7% | $10,827+12.9% |