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 | $34,540 | $70,606-51.1% | $53,898-35.9% | $142,382-75.7% |
| Participation rate | 81.0% | 63.7%+17.2pp | 55.0%+26.0pp | 80.1%+0.8pp |
| Annual return | 11.46% | 619.81%-608.4pp | 528.60%-517.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,489 | $1,202+23.9% | $932+59.8% | $4,299-65.4% |
| Participant deferral / active EE | $10,443 | $2,364+341.8% | $1,826+471.8% | $6,507+60.5% |
| Admin fee / account holder | $8,349 | $2,852+192.8% | $2,491+235.2% | $12,624-33.9% |