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 | $43,544 | $105,181-58.6% | $159,436-72.7% | $85,850-49.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.61% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,389 | $3,318-28.0% | $4,829-50.5% | $2,565-6.9% |
| Participant deferral / active EE | $4,561 | $5,945-23.3% | $7,352-38.0% | $3,952+15.4% |
| Admin fee / account holder | $533 | $6,933-92.3% | $10,799-95.1% | $6,260-91.5% |