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 | $129,454 | $95,971+34.9% | $74,550+73.6% | $135,375-4.4% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -4.60% | 56.96%-61.6pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,670 | $2,716+108.8% | $1,961+189.2% | $4,779+18.7% |
| Participant deferral / active EE | $10,624 | $3,843+176.4% | $3,108+241.8% | $5,609+89.4% |
| Admin fee / account holder | $3,535 | $6,522-45.8% | $5,060-30.1% | $10,827-67.4% |