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 | $32,076 | $49,922-35.7% | $80,569-60.2% | $75,163-57.3% |
| Participation rate | 73.8% | 55.3%+18.4pp | 67.0%+6.8pp | 67.2%+6.6pp |
| Annual return | 24.09% | 34.69%-10.6pp | 935.43%-911.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $1,610 | $1,698-5.2% | $2,723-40.9% | $2,670-39.7% |
| Participant deferral / active EE | $2,386 | $2,990-20.2% | $4,447-46.4% | $4,125-42.2% |
| Admin fee / account holder | $880 | $3,577-75.4% | $5,377-83.6% | $5,651-84.4% |