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 9-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 | $11,868 | $34,308-65.4% | $74,701-84.1% | $72,985-83.7% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 28.70% | 26.58%+2.1pp | 752.92%-724.2pp | 81.00%-52.3pp |
| Employer contribution / active EE | $2,713 | $692+292.3% | $1,084+150.4% | $2,440+11.2% |
| Participant deferral / active EE | $2,009 | $1,271+58.0% | $1,964+2.3% | $3,607-44.3% |
| Admin fee / account holder | $867 | $2,124-59.2% | $3,333-74.0% | $5,124-83.1% |