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 | $37,552 | $108,642-65.4% | $74,701-49.7% | $152,861-75.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.28% | 114.06%-91.8pp | 752.92%-730.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,421 | $1,503-5.4% | $1,084+31.1% | $4,762-70.2% |
| Participant deferral / active EE | $2,455 | $2,712-9.5% | $1,964+25.0% | $5,850-58.0% |
| Admin fee / account holder | $492 | $4,902-90.0% | $3,333-85.2% | $11,596-95.8% |