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 5-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 | $10,111 | $57,281-82.3% | $86,612-88.3% | $75,163-86.5% |
| Participation rate | 96.9% | 63.2%+33.7pp | 71.7%+25.2pp | 67.2%+29.7pp |
| Annual return | 13.87% | 2670.75%-2656.9pp | 591.07%-577.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $916 | $2,314-60.4% | $3,022-69.7% | $2,670-65.7% |
| Participant deferral / active EE | $2,113 | $3,318-36.3% | $4,438-52.4% | $4,125-48.8% |
| Admin fee / account holder | $359 | $4,112-91.3% | $5,614-93.6% | $5,651-93.6% |