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 | $49,587 | $75,828-34.6% | $147,614-66.4% | $59,632-16.8% |
| Participation rate | 85.7% | 71.6%+14.1pp | 84.6%+1.1pp | 68.7%+17.0pp |
| Annual return | 1.09% | 0.37%+0.7pp | 61.98%-60.9pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $2,176 | $3,485-37.6% | $5,564-60.9% | $2,203-1.2% |
| Participant deferral / active EE | $4,054 | $3,130+29.5% | $4,895-17.2% | $3,192+27.0% |
| Admin fee / account holder | $1,060 | $5,985-82.3% | $11,611-90.9% | $4,297-75.3% |