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 7-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 | $7,347 | $29,660-75.2% | $56,411-87.0% | $80,856-90.9% |
| Participation rate | 81.3% | 41.6%+39.6pp | 52.5%+28.8pp | 67.6%+13.6pp |
| Annual return | 16.24% | 35.23%-19.0pp | 1701.33%-1685.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,840 | $1,226+50.1% | $1,952-5.7% | $4,296-57.2% |
| Admin fee / account holder | $401 | $2,428-83.5% | $2,829-85.8% | $6,918-94.2% |