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 | $53,699 | $106,543-49.6% | $91,220-41.1% | $134,475-60.1% |
| Participation rate | 94.7% | 76.8%+17.9pp | 73.2%+21.5pp | 81.2%+13.5pp |
| Annual return | 1.37% | 160.60%-159.2pp | 114.01%-112.6pp | 417.96%-416.6pp |
| Employer contribution / active EE | $5,722 | $3,331+71.8% | $2,850+100.8% | $4,740+20.7% |
| Participant deferral / active EE | $3,274 | $4,719-30.6% | $4,234-22.7% | $6,400-48.8% |
| Admin fee / account holder | $6,947 | $6,231+11.5% | $5,420+28.2% | $11,426-39.2% |