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 | $34,768 | $56,199-38.1% | $67,652-48.6% | $59,632-41.7% |
| Participation rate | 82.5% | 71.5%+11.0pp | 75.7%+6.8pp | 68.7%+13.8pp |
| Annual return | 7.68% | 18505.31%-18497.6pp | 6625.04%-6617.4pp | 2041.28%-2033.6pp |
| Employer contribution / active EE | $785 | $1,614-51.4% | $2,266-65.4% | $2,203-64.4% |
| Participant deferral / active EE | $1,399 | $2,844-50.8% | $3,560-60.7% | $3,192-56.2% |
| Admin fee / account holder | $314 | $3,958-92.1% | $4,821-93.5% | $4,297-92.7% |