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 | $30,945 | $65,561-52.8% | $86,188-64.1% | $75,163-58.8% |
| Participation rate | 78.0% | 60.5%+17.6pp | 69.0%+9.1pp | 67.2%+10.9pp |
| Annual return | 17.60% | 46.05%-28.5pp | 1168.45%-1150.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,682 | $1,553+72.7% | $2,380+12.7% | $2,670+0.4% |
| Participant deferral / active EE | $5,137 | $3,024+69.9% | $3,985+28.9% | $4,125+24.5% |
| Admin fee / account holder | $2,093 | $5,474-61.8% | $6,852-69.5% | $5,651-63.0% |