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 | $13,687 | $60,124-77.2% | $90,404-84.9% | $79,858-82.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.51% | 71.94%-55.4pp | 1293.02%-1276.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $840 | $2,068-59.4% | $3,262-74.2% | $2,471-66.0% |
| Participant deferral / active EE | $2,291 | $2,938-22.0% | $3,963-42.2% | $3,740-38.8% |
| Admin fee / account holder | $315 | $3,976-92.1% | $5,611-94.4% | $5,306-94.1% |