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 | $119,450 | $75,828+57.5% | $147,614-19.1% | $59,632+100.3% |
| Participation rate | 88.6% | 71.6%+17.1pp | 84.6%+4.0pp | 68.7%+20.0pp |
| Annual return | -0.98% | 0.37%-1.3pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $6,737 | $3,485+93.3% | $5,564+21.1% | $2,203+205.9% |
| Participant deferral / active EE | $4,488 | $3,130+43.4% | $4,895-8.3% | $3,192+40.6% |
| Admin fee / account holder | $3,225 | $5,985-46.1% | $11,611-72.2% | $4,297-25.0% |