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 | $53,200 | $102,966-48.3% | $90,281-41.1% | $152,861-65.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.88% | 95.16%-79.3pp | 78.10%-62.2pp | 345.32%-329.4pp |
| Employer contribution / active EE | $896 | $3,139-71.5% | $2,854-68.6% | $4,762-81.2% |
| Participant deferral / active EE | $6,516 | $4,281+52.2% | $3,885+67.7% | $5,850+11.4% |
| Admin fee / account holder | $918 | $6,171-85.1% | $5,351-82.8% | $11,596-92.1% |