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 | $41,417 | $115,770-64.2% | $101,248-59.1% | $158,922-73.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.69% | 56.14%-40.4pp | 46.47%-30.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,379 | $4,175-43.0% | $3,660-35.0% | $4,761-50.0% |
| Participant deferral / active EE | $5,437 | $4,957+9.7% | $4,370+24.4% | $5,982-9.1% |
| Admin fee / account holder | $2,508 | $7,245-65.4% | $5,945-57.8% | $11,246-77.7% |