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 | $48,658 | $70,756-31.2% | $65,493-25.7% | $142,382-65.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.59% | 1754.89%-1743.3pp | 982.45%-970.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,535 | $2,881-46.7% | $2,574-40.4% | $4,299-64.3% |
| Participant deferral / active EE | $2,127 | $4,637-54.1% | $3,961-46.3% | $6,507-67.3% |
| Admin fee / account holder | $818 | $6,559-87.5% | $5,028-83.7% | $12,624-93.5% |