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 | $39,123 | $114,047-65.7% | $96,139-59.3% | $167,490-76.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.80% | 189.88%-178.1pp | 191.94%-180.1pp | 478.56%-466.8pp |
| Employer contribution / active EE | $3,609 | $3,427+5.3% | $2,797+29.1% | $4,837-25.4% |
| Participant deferral / active EE | $9,135 | $5,194+75.9% | $4,349+110.1% | $6,341+44.1% |
| Admin fee / account holder | $500 | $6,897-92.7% | $5,537-91.0% | $12,309-95.9% |