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 | $64,737 | $100,041-35.3% | $149,718-56.8% | $70,131-7.7% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.1%-9.3pp | 69.5%+8.2pp |
| Annual return | 17.52% | 27.43%-9.9pp | 1501.63%-1484.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,460 | $4,983+109.9% | $6,569+59.2% | $3,332+214.0% |
| Admin fee / account holder | $14,020 | $8,286+69.2% | $11,283+24.3% | $4,645+201.8% |