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 | $70,685 | $92,703-23.8% | $82,719-14.5% | $134,475-47.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.32% | 944.92%-955.2pp | 701.18%-711.5pp | 417.96%-428.3pp |
| Employer contribution / active EE | $5,904 | $3,274+80.4% | $3,009+96.2% | $4,740+24.6% |
| Participant deferral / active EE | $3,584 | $4,802-25.4% | $4,395-18.5% | $6,400-44.0% |
| Admin fee / account holder | $1,472 | $5,983-75.4% | $5,329-72.4% | $11,426-87.1% |