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 | $54,542 | $76,738-28.9% | $56,411-3.3% | $145,922-62.6% |
| Participation rate | 82.4% | 63.2%+19.1pp | 52.5%+29.9pp | 80.3%+2.1pp |
| Annual return | 15.15% | 2994.23%-2979.1pp | 1701.33%-1686.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,229 | $1,380-10.9% | $1,039+18.4% | $4,660-73.6% |
| Participant deferral / active EE | $1,886 | $2,623-28.1% | $1,952-3.4% | $6,688-71.8% |
| Admin fee / account holder | $5,243 | $3,334+57.3% | $2,829+85.3% | $13,397-60.9% |