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 8-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 | $55,429 | $75,828-26.9% | $147,614-62.5% | $59,632-7.0% |
| Participation rate | 81.1% | 71.6%+9.5pp | 84.6%-3.5pp | 68.7%+12.4pp |
| Annual return | 1.45% | 0.37%+1.1pp | 61.98%-60.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,287 | $3,130+5.0% | $4,895-32.9% | $3,192+3.0% |
| Admin fee / account holder | $1,112 | $5,985-81.4% | $11,611-90.4% | $4,297-74.1% |