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 | $54,013 | $60,124-10.2% | $90,404-40.3% | $79,858-32.4% |
| Participation rate | 88.2% | 65.0%+23.3pp | 72.7%+15.6pp | 69.6%+18.6pp |
| Annual return | 28.79% | 71.94%-43.2pp | 1293.02%-1264.2pp | 31.71%-2.9pp |
| Employer contribution / active EE | $7,489 | $2,068+262.2% | $3,262+129.6% | $2,471+203.1% |
| Participant deferral / active EE | $10,714 | $2,938+264.7% | $3,963+170.3% | $3,740+186.5% |
| Admin fee / account holder | $3,008 | $3,976-24.4% | $5,611-46.4% | $5,306-43.3% |