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 | $18,673 | $48,795-61.7% | $65,493-71.5% | $84,808-78.0% |
| Participation rate | 77.6% | 67.0%+10.6pp | 73.1%+4.5pp | 68.3%+9.2pp |
| Annual return | 16.01% | 20.20%-4.2pp | 982.45%-966.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $501 | $1,930-74.0% | $2,574-80.5% | $2,631-80.9% |
| Participant deferral / active EE | $3,371 | $2,928+15.1% | $3,961-14.9% | $4,212-19.9% |
| Admin fee / account holder | $1,822 | $3,877-53.0% | $5,028-63.8% | $7,344-75.2% |