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 | $26,401 | $45,152-41.5% | $73,843-64.2% | $59,632-55.7% |
| Participation rate | 92.1% | 64.0%+28.0pp | 73.4%+18.6pp | 68.7%+23.4pp |
| Annual return | -0.09% | 27.40%-27.5pp | 2267.84%-2267.9pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,878 | $1,902-1.3% | $2,787-32.6% | $2,203-14.7% |
| Participant deferral / active EE | $2,680 | $2,574+4.1% | $3,583-25.2% | $3,192-16.0% |
| Admin fee / account holder | $5,942 | $3,516+69.0% | $4,880+21.8% | $4,297+38.3% |