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 | $34,713 | $65,409-46.9% | $98,442-64.7% | $85,850-59.6% |
| Participation rate | 93.6% | 65.0%+28.6pp | 73.3%+20.3pp | 69.3%+24.3pp |
| Annual return | 18.40% | 21.76%-3.4pp | 1492.73%-1474.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,711 | $3,166-14.4% | $4,276-36.6% | $3,952-31.4% |
| Admin fee / account holder | $1,479 | $4,593-67.8% | $5,949-75.1% | $6,260-76.4% |