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 | $44,110 | $60,124-26.6% | $90,404-51.2% | $79,858-44.8% |
| Participation rate | 98.8% | 65.0%+33.8pp | 72.7%+26.1pp | 69.6%+29.1pp |
| Annual return | 22.32% | 71.94%-49.6pp | 1293.02%-1270.7pp | 31.71%-9.4pp |
| Employer contribution / active EE | $4,020 | $2,068+94.4% | $3,262+23.2% | $2,471+62.7% |
| Participant deferral / active EE | $4,413 | $2,938+50.2% | $3,963+11.3% | $3,740+18.0% |
| Admin fee / account holder | $3,375 | $3,976-15.1% | $5,611-39.9% | $5,306-36.4% |