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 | $98,381 | $82,664+19.0% | $125,339-21.5% | $68,494+43.6% |
| Participation rate | 96.4% | 75.0%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -16.18% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,980 | $3,381-11.9% | $4,814-38.1% | $2,596+14.8% |
| Participant deferral / active EE | $6,581 | $6,110+7.7% | $7,446-11.6% | $4,027+63.4% |
| Admin fee / account holder | $4,718 | $6,275-24.8% | $10,010-52.9% | $5,403-12.7% |