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 | $110,065 | $90,600+21.5% | $79,464+38.5% | $135,375-18.7% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -7.41% | 977.43%-984.8pp | 718.14%-725.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,720 | $3,068-11.3% | $2,800-2.9% | $4,779-43.1% |
| Participant deferral / active EE | $11,014 | $4,050+171.9% | $3,704+197.4% | $5,609+96.4% |
| Admin fee / account holder | $1,232 | $5,907-79.1% | $5,113-75.9% | $10,827-88.6% |