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 | $49,621 | $97,757-49.2% | $83,848-40.8% | $135,375-63.3% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -7.32% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,650 | $4,222-37.2% | $3,631-27.0% | $4,779-44.5% |
| Participant deferral / active EE | $4,599 | $4,682-1.8% | $4,082+12.7% | $5,609-18.0% |
| Admin fee / account holder | $1,229 | $6,674-81.6% | $5,478-77.6% | $10,827-88.6% |