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 | $13,099 | $70,606-81.4% | $53,898-75.7% | $142,382-90.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.70% | 619.81%-596.1pp | 528.60%-504.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,790 | $1,202+48.9% | $932+92.1% | $4,299-58.4% |
| Participant deferral / active EE | $2,737 | $2,364+15.8% | $1,826+49.9% | $6,507-57.9% |
| Admin fee / account holder | $558 | $2,852-80.4% | $2,491-77.6% | $12,624-95.6% |