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 9-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 | $120,978 | $92,703+30.5% | $82,719+46.3% | $134,475-10.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.27% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $16,787 | $3,274+412.8% | $3,009+457.9% | $4,740+254.2% |
| Participant deferral / active EE | $5,877 | $4,802+22.4% | $4,395+33.7% | $6,400-8.2% |
| Admin fee / account holder | $1,635 | $5,983-72.7% | $5,329-69.3% | $11,426-85.7% |