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 | $90,061 | $82,664+8.9% | $125,339-28.1% | $68,494+31.5% |
| Participation rate | 78.0% | 75.0%+3.0pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -10.37% | -5.97%-4.4pp | 572.05%-582.4pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,855 | $3,381-45.1% | $4,814-61.5% | $2,596-28.6% |
| Participant deferral / active EE | $4,241 | $6,110-30.6% | $7,446-43.0% | $4,027+5.3% |
| Admin fee / account holder | $37,242 | $6,275+493.5% | $10,010+272.1% | $5,403+589.3% |