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 | $77,245 | $97,757-21.0% | $83,848-7.9% | $135,375-42.9% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -2.38% | 1287.37%-1289.8pp | 850.88%-853.3pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,101 | $4,222-50.2% | $3,631-42.1% | $4,779-56.0% |
| Participant deferral / active EE | $4,391 | $4,682-6.2% | $4,082+7.6% | $5,609-21.7% |
| Admin fee / account holder | $1,446 | $6,674-78.3% | $5,478-73.6% | $10,827-86.6% |