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 | $64,195 | $56,199+14.2% | $67,652-5.1% | $59,632+7.7% |
| Participation rate | 97.4% | 71.5%+26.0pp | 75.7%+21.8pp | 68.7%+28.8pp |
| Annual return | -0.08% | 18505.31%-18505.4pp | 6625.04%-6625.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $5,456 | $1,614+237.9% | $2,266+140.8% | $2,203+147.7% |
| Participant deferral / active EE | $4,221 | $2,844+48.4% | $3,560+18.6% | $3,192+32.3% |
| Admin fee / account holder | $2,352 | $3,958-40.6% | $4,821-51.2% | $4,297-45.3% |