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 | $29,089 | $75,828-61.6% | $147,614-80.3% | $59,632-51.2% |
| Participation rate | 83.0% | 71.6%+11.5pp | 84.6%-1.6pp | 68.7%+14.3pp |
| Annual return | -0.69% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,548 | $3,485-55.6% | $5,564-72.2% | $2,203-29.7% |
| Participant deferral / active EE | $2,539 | $3,130-18.9% | $4,895-48.1% | $3,192-20.5% |
| Admin fee / account holder | $2,660 | $5,985-55.6% | $11,611-77.1% | $4,297-38.1% |