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 | $39,012 | $76,000-48.7% | $154,107-74.7% | $64,186-39.2% |
| Participation rate | 73.1% | 70.4%+2.7pp | 83.0%-10.0pp | 69.6%+3.5pp |
| Annual return | -2.12% | 30.32%-32.4pp | 735.12%-737.2pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,436 | $3,351-57.2% | $5,298-72.9% | $2,381-39.7% |
| Participant deferral / active EE | $2,776 | $3,175-12.6% | $5,081-45.4% | $3,470-20.0% |
| Admin fee / account holder | $19,776 | $5,596+253.4% | $13,411+47.5% | $4,888+304.6% |