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 | $44,811 | $65,561-31.7% | $86,188-48.0% | $75,163-40.4% |
| Participation rate | 79.4% | 60.5%+18.9pp | 69.0%+10.4pp | 67.2%+12.2pp |
| Annual return | 15.43% | 46.05%-30.6pp | 1168.45%-1153.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,045 | $1,553-32.7% | $2,380-56.1% | $2,670-60.9% |
| Participant deferral / active EE | $4,190 | $3,024+38.6% | $3,985+5.1% | $4,125+1.6% |
| Admin fee / account holder | $994 | $5,474-81.8% | $6,852-85.5% | $5,651-82.4% |