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 | $54,150 | $168,632-67.9% | $147,614-63.3% | $125,391-56.8% |
| Participation rate | 70.6% | 88.8%-18.2pp | 84.6%-14.0pp | 83.2%-12.6pp |
| Annual return | -2.05% | 77.65%-79.7pp | 61.98%-64.0pp | 282.22%-284.3pp |
| Employer contribution / active EE | $4,195 | $6,252-32.9% | $5,564-24.6% | $4,866-13.8% |
| Participant deferral / active EE | $5,813 | $5,507+5.6% | $4,895+18.8% | $5,352+8.6% |
| Admin fee / account holder | $474 | $13,580-96.5% | $11,611-95.9% | $9,540-95.0% |