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 | $17,805 | $53,822-66.9% | $75,696-76.5% | $85,850-79.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 22.47% | 24.54%-2.1pp | 104.53%-82.1pp | 318.53%-296.1pp |
| Employer contribution / active EE | $3,663 | $2,017+81.6% | $2,743+33.5% | $2,565+42.8% |
| Participant deferral / active EE | $3,969 | $2,895+37.1% | $3,821+3.9% | $3,952+0.4% |
| Admin fee / account holder | $476 | $3,343-85.7% | $3,619-86.8% | $6,260-92.4% |