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 4-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 | $2,857 | $76,738-96.3% | $56,411-94.9% | $145,922-98.0% |
| Participation rate | 78.6% | 63.2%+15.4pp | 52.5%+26.1pp | 80.3%-1.7pp |
| Annual return | 11.83% | 2994.23%-2982.4pp | 1701.33%-1689.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,014 | $2,623-61.3% | $1,952-48.1% | $6,688-84.8% |
| Admin fee / account holder | $436 | $3,334-86.9% | $2,829-84.6% | $13,397-96.7% |