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 | $49,540 | $100,852-50.9% | $90,404-45.2% | $158,922-68.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 19.65% | 1724.20%-1704.6pp | 1293.02%-1273.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,166 | $3,689-68.4% | $3,262-64.3% | $4,761-75.5% |
| Participant deferral / active EE | $2,143 | $4,348-50.7% | $3,963-45.9% | $5,982-64.2% |
| Admin fee / account holder | $6,419 | $6,501-1.3% | $5,611+14.4% | $11,246-42.9% |