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 7-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 | $67,805 | $76,000-10.8% | $154,107-56.0% | $64,186+5.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.20% | 30.32%-32.5pp | 735.12%-737.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,893 | $3,351-43.5% | $5,298-64.3% | $2,381-20.5% |
| Participant deferral / active EE | $3,942 | $3,175+24.1% | $5,081-22.4% | $3,470+13.6% |
| Admin fee / account holder | $859 | $5,596-84.6% | $13,411-93.6% | $4,888-82.4% |