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 | $49,634 | $76,000-34.7% | $154,107-67.8% | $64,186-22.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.52% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,481 | $3,351-26.0% | $5,298-53.2% | $2,381+4.2% |
| Participant deferral / active EE | $2,907 | $3,175-8.4% | $5,081-42.8% | $3,470-16.2% |
| Admin fee / account holder | $3,901 | $5,596-30.3% | $13,411-70.9% | $4,888-20.2% |