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 | $139,831 | $138,044+1.3% | $125,339+11.6% | $134,475+4.0% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -16.20% | 750.33%-766.5pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,689 | $5,243-48.7% | $4,814-44.1% | $4,740-43.3% |
| Participant deferral / active EE | $11,108 | $7,799+42.4% | $7,446+49.2% | $6,400+73.6% |
| Admin fee / account holder | $46,397 | $11,571+301.0% | $10,010+363.5% | $11,426+306.1% |