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 8-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 | $34,525 | $138,044-75.0% | $125,339-72.5% | $134,475-74.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.03% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $8,990 | $5,243+71.4% | $4,814+86.8% | $4,740+89.7% |
| Participant deferral / active EE | $7,060 | $7,799-9.5% | $7,446-5.2% | $6,400+10.3% |
| Admin fee / account holder | $1,796 | $11,571-84.5% | $10,010-82.1% | $11,426-84.3% |