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 | $84,315 | $180,449-53.3% | $154,107-45.3% | $135,375-37.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.13% | 888.09%-894.2pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $9,064 | $6,035+50.2% | $5,298+71.1% | $4,779+89.7% |
| Participant deferral / active EE | $11,592 | $5,806+99.7% | $5,081+128.2% | $5,609+106.7% |
| Admin fee / account holder | $4,027 | $16,143-75.1% | $13,411-70.0% | $10,827-62.8% |