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 | $25,567 | $58,208-56.1% | $81,812-68.7% | $80,856-68.4% |
| Participation rate | 95.8% | 63.4%+32.4pp | 72.3%+23.5pp | 67.6%+28.2pp |
| Annual return | 21.52% | 41.66%-20.1pp | 773.79%-752.3pp | 35.59%-14.1pp |
| Employer contribution / active EE | $4,429 | $2,340+89.3% | $2,912+52.1% | $2,755+60.8% |
| Participant deferral / active EE | $2,426 | $3,281-26.0% | $4,319-43.8% | $4,296-43.5% |
| Admin fee / account holder | $2,427 | $4,981-51.3% | $7,386-67.1% | $6,918-64.9% |