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 | $39,105 | $85,202-54.1% | $172,739-77.4% | $72,985-46.4% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 20.30% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,356 | $3,324-59.2% | $5,143-73.6% | $2,440-44.4% |
| Participant deferral / active EE | $1,898 | $3,260-41.8% | $5,198-63.5% | $3,607-47.4% |
| Admin fee / account holder | $2,665 | $5,884-54.7% | $13,954-80.9% | $5,124-48.0% |