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 | $84,728 | $110,502-23.3% | $80,716+5.0% | $167,490-49.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.45% | 120.54%-109.1pp | 87.28%-75.8pp | 478.56%-467.1pp |
| Employer contribution / active EE | $636 | $1,543-58.7% | $1,160-45.1% | $4,837-86.8% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,111 | $4,545-75.5% | $3,380-67.1% | $12,309-91.0% |