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 | $24,496 | $106,890-77.1% | $84,015-70.8% | $152,861-84.0% |
| Participation rate | 77.3% | 75.2%+2.0pp | 69.0%+8.3pp | 82.4%-5.2pp |
| Annual return | 17.57% | 104.99%-87.4pp | 71.31%-53.7pp | 345.32%-327.7pp |
| Employer contribution / active EE | $437 | $2,734-84.0% | $1,983-77.9% | $4,762-90.8% |
| Participant deferral / active EE | $2,139 | $4,011-46.7% | $3,239-34.0% | $5,850-63.4% |
| Admin fee / account holder | $849 | $8,285-89.8% | $6,101-86.1% | $11,596-92.7% |