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 | $165,711 | $95,971+72.7% | $74,550+122.3% | $135,375+22.4% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -7.51% | 56.96%-64.5pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,892 | $2,716+80.1% | $1,961+149.5% | $4,779+2.4% |
| Participant deferral / active EE | $5,058 | $3,843+31.6% | $3,108+62.7% | $5,609-9.8% |
| Admin fee / account holder | $16,431 | $6,522+151.9% | $5,060+224.8% | $10,827+51.8% |