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 | $49,213 | $88,594-44.5% | $70,092-29.8% | $134,475-63.4% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -16.57% | 442.67%-459.2pp | 190.73%-207.3pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,347 | $3,233-27.4% | $2,559-8.3% | $4,740-50.5% |
| Participant deferral / active EE | $6,325 | $4,772+32.6% | $3,849+64.4% | $6,400-1.2% |
| Admin fee / account holder | $1,115 | $10,441-89.3% | $6,267-82.2% | $11,426-90.2% |