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 | $32,403 | $60,124-46.1% | $90,404-64.2% | $79,858-59.4% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 13.85% | 71.94%-58.1pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $364 | $2,068-82.4% | $3,262-88.8% | $2,471-85.3% |
| Participant deferral / active EE | $2,805 | $2,938-4.5% | $3,963-29.2% | $3,740-25.0% |
| Admin fee / account holder | $1,552 | $3,976-61.0% | $5,611-72.3% | $5,306-70.8% |