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 | $90,873 | $168,632-46.1% | $147,614-38.4% | $125,391-27.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.57% | 77.65%-79.2pp | 61.98%-63.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,879 | $6,252-70.0% | $5,564-66.2% | $4,866-61.4% |
| Participant deferral / active EE | $6,930 | $5,507+25.8% | $4,895+41.6% | $5,352+29.5% |
| Admin fee / account holder | $879 | $13,580-93.5% | $11,611-92.4% | $9,540-90.8% |