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 | $53,437 | $138,044-61.3% | $125,339-57.4% | $134,475-60.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.49% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,001 | $5,243+14.4% | $4,814+24.7% | $4,740+26.6% |
| Participant deferral / active EE | $5,443 | $7,799-30.2% | $7,446-26.9% | $6,400-14.9% |
| Admin fee / account holder | $1,678 | $11,571-85.5% | $10,010-83.2% | $11,426-85.3% |