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 | $41,298 | $57,354-28.0% | $83,848-50.7% | $64,186-35.7% |
| Participation rate | 97.9% | 68.6%+29.3pp | 76.1%+21.7pp | 69.6%+28.3pp |
| Annual return | -5.28% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $6,331 | $2,545+148.7% | $3,631+74.4% | $2,381+165.9% |
| Participant deferral / active EE | $2,066 | $2,993-31.0% | $4,082-49.4% | $3,470-40.4% |
| Admin fee / account holder | $10,616 | $4,046+162.4% | $5,478+93.8% | $4,888+117.2% |