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 | $25,825 | $102,604-74.8% | $86,188-70.0% | $139,434-81.5% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 19.94% | 1922.51%-1902.6pp | 1168.45%-1148.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,076 | $3,032-64.5% | $2,380-54.8% | $4,751-77.3% |
| Participant deferral / active EE | $2,286 | $4,676-51.1% | $3,985-42.7% | $6,710-65.9% |
| Admin fee / account holder | $340 | $8,657-96.1% | $6,852-95.0% | $11,403-97.0% |