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 | $34,523 | $34,308+0.6% | $74,701-53.8% | $72,985-52.7% |
| Participation rate | 86.2% | 42.4%+43.8pp | 54.5%+31.7pp | 69.5%+16.7pp |
| Annual return | 21.92% | 26.58%-4.7pp | 752.92%-731.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,099 | $692+203.5% | $1,084+93.7% | $2,440-14.0% |
| Participant deferral / active EE | $2,219 | $1,271+74.5% | $1,964+13.0% | $3,607-38.5% |
| Admin fee / account holder | $1,178 | $2,124-44.5% | $3,333-64.7% | $5,124-77.0% |