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 6-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 | $157,465 | $92,703+69.9% | $82,719+90.4% | $134,475+17.1% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -18.48% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,690 | $3,274-17.8% | $3,009-10.6% | $4,740-43.2% |
| Participant deferral / active EE | $7,439 | $4,802+54.9% | $4,395+69.3% | $6,400+16.2% |
| Admin fee / account holder | $8,816 | $5,983+47.4% | $5,329+65.4% | $11,426-22.8% |