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 | $106,782 | $138,065-22.7% | $123,544-13.6% | $135,375-21.1% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -5.14% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,628 | $5,151-49.0% | $4,628-43.2% | $4,779-45.0% |
| Participant deferral / active EE | $4,834 | $6,799-28.9% | $6,426-24.8% | $5,609-13.8% |
| Admin fee / account holder | $3,498 | $10,916-68.0% | $9,284-62.3% | $10,827-67.7% |