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 | $122,686 | $106,543+15.2% | $91,220+34.5% | $134,475-8.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -10.20% | 160.60%-170.8pp | 114.01%-124.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,081 | $3,331-67.5% | $2,850-62.1% | $4,740-77.2% |
| Participant deferral / active EE | $1,484 | $4,719-68.6% | $4,234-64.9% | $6,400-76.8% |
| Admin fee / account holder | $1,411 | $6,231-77.4% | $5,420-74.0% | $11,426-87.6% |