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 | $46,891 | $108,642-56.8% | $74,701-37.2% | $152,861-69.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 16.65% | 114.06%-97.4pp | 752.92%-736.3pp | 345.32%-328.7pp |
| Employer contribution / active EE | $6,322 | $1,503+320.6% | $1,084+483.4% | $4,762+32.7% |
| Participant deferral / active EE | $5,336 | $2,712+96.7% | $1,964+171.7% | $5,850-8.8% |
| Admin fee / account holder | $338 | $4,902-93.1% | $3,333-89.9% | $11,596-97.1% |