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 | $34,520 | $99,020-65.1% | $86,590-60.1% | $147,584-76.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.74% | 1312.34%-1301.6pp | 964.84%-954.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,310 | $3,132-58.2% | $2,839-53.9% | $4,876-73.1% |
| Participant deferral / active EE | $2,747 | $3,972-30.9% | $3,609-23.9% | $5,439-49.5% |
| Admin fee / account holder | $4,434 | $5,710-22.4% | $4,906-9.6% | $10,885-59.3% |