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 | $124,928 | $97,757+27.8% | $83,848+49.0% | $135,375-7.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.58% | 1287.37%-1293.9pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $11,025 | $4,222+161.2% | $3,631+203.7% | $4,779+130.7% |
| Participant deferral / active EE | $7,748 | $4,682+65.5% | $4,082+89.8% | $5,609+38.1% |
| Admin fee / account holder | $5,069 | $6,674-24.0% | $5,478-7.5% | $10,827-53.2% |