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 | $57,858 | $56,199+3.0% | $67,652-14.5% | $59,632-3.0% |
| Participation rate | 88.1% | 71.5%+16.6pp | 75.7%+12.4pp | 68.7%+19.4pp |
| Annual return | -0.73% | 18505.31%-18506.0pp | 6625.04%-6625.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,723 | $1,614+68.7% | $2,266+20.2% | $2,203+23.6% |
| Participant deferral / active EE | $5,305 | $2,844+86.6% | $3,560+49.0% | $3,192+66.2% |
| Admin fee / account holder | $1,032 | $3,958-73.9% | $4,821-78.6% | $4,297-76.0% |