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 | $46,284 | $185,200-75.0% | $142,863-67.6% | $167,490-72.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 16.74% | 8555.70%-8539.0pp | 5637.54%-5620.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $920 | $5,604-83.6% | $4,144-77.8% | $4,837-81.0% |
| Participant deferral / active EE | $2,420 | $4,494-46.1% | $3,837-36.9% | $6,341-61.8% |
| Admin fee / account holder | $5,259 | $8,031-34.5% | $6,560-19.8% | $12,309-57.3% |