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 4-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 | $10,689 | $56,053-80.9% | $75,972-85.9% | $80,856-86.8% |
| Participation rate | 88.9% | 62.0%+26.9pp | 69.1%+19.8pp | 67.6%+21.3pp |
| Annual return | 15.02% | 20.53%-5.5pp | 359.55%-344.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,221 | $1,874-34.8% | $2,685-54.5% | $2,755-55.7% |
| Participant deferral / active EE | $1,779 | $3,052-41.7% | $4,255-58.2% | $4,296-58.6% |
| Admin fee / account holder | $453 | $5,234-91.3% | $6,467-93.0% | $6,918-93.5% |