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 | $30,316 | $65,409-53.7% | $98,442-69.2% | $85,850-64.7% |
| Participation rate | 85.6% | 65.0%+20.6pp | 73.3%+12.2pp | 69.3%+16.2pp |
| Annual return | 12.30% | 21.76%-9.5pp | 1492.73%-1480.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,087 | $2,168-49.9% | $2,960-63.3% | $2,565-57.6% |
| Participant deferral / active EE | $2,804 | $3,166-11.4% | $4,276-34.4% | $3,952-29.0% |
| Admin fee / account holder | $8,222 | $4,593+79.0% | $5,949+38.2% | $6,260+31.3% |