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 | $102,073 | $97,757+4.4% | $83,848+21.7% | $135,375-24.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.22% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,452 | $4,222-65.6% | $3,631-60.0% | $4,779-69.6% |
| Participant deferral / active EE | $11,422 | $4,682+144.0% | $4,082+179.8% | $5,609+103.7% |
| Admin fee / account holder | $765 | $6,674-88.5% | $5,478-86.0% | $10,827-92.9% |