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 | $115,261 | $138,044-16.5% | $125,339-8.0% | $134,475-14.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.29% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,234 | $5,243-38.3% | $4,814-32.8% | $4,740-31.8% |
| Participant deferral / active EE | $8,539 | $7,799+9.5% | $7,446+14.7% | $6,400+33.4% |
| Admin fee / account holder | $9,641 | $11,571-16.7% | $10,010-3.7% | $11,426-15.6% |