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 | $38,638 | $180,449-78.6% | $154,107-74.9% | $135,375-71.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.46% | 888.09%-887.6pp | 735.12%-734.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $3,694 | $6,035-38.8% | $5,298-30.3% | $4,779-22.7% |
| Participant deferral / active EE | $6,390 | $5,806+10.1% | $5,081+25.8% | $5,609+13.9% |
| Admin fee / account holder | $2,182 | $16,143-86.5% | $13,411-83.7% | $10,827-79.8% |