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 | $70,394 | $108,642-35.2% | $74,701-5.8% | $152,861-53.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 20.13% | 114.06%-93.9pp | 752.92%-732.8pp | 345.32%-325.2pp |
| Employer contribution / active EE | $630 | $1,503-58.1% | $1,084-41.9% | $4,762-86.8% |
| Participant deferral / active EE | $9,686 | $2,712+257.1% | $1,964+393.3% | $5,850+65.6% |
| Admin fee / account holder | $1,762 | $4,902-64.1% | $3,333-47.1% | $11,596-84.8% |