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 | $65,086 | $180,449-63.9% | $154,107-57.8% | $135,375-51.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.27% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,562 | $6,035-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $4,123 | $5,806-29.0% | $5,081-18.8% | $5,609-26.5% |
| Admin fee / account holder | $638 | $16,143-96.0% | $13,411-95.2% | $10,827-94.1% |