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 4-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 | $14,183 | $70,756-80.0% | $65,493-78.3% | $142,382-90.0% |
| Participation rate | 77.3% | 77.4%-0.1pp | 73.1%+4.2pp | 80.1%-2.8pp |
| Annual return | 18.90% | 1754.89%-1736.0pp | 982.45%-963.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $807 | $2,881-72.0% | $2,574-68.6% | $4,299-81.2% |
| Participant deferral / active EE | $1,741 | $4,637-62.5% | $3,961-56.0% | $6,507-73.2% |
| Admin fee / account holder | $830 | $6,559-87.3% | $5,028-83.5% | $12,624-93.4% |