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 5-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 | $10,474 | $64,839-83.8% | $95,585-89.0% | $84,808-87.6% |
| Participation rate | 93.5% | 63.8%+29.7pp | 72.1%+21.5pp | 68.3%+25.2pp |
| Annual return | 20.12% | -670.96%+691.1pp | 38.56%-18.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,079 | $1,759-38.7% | $2,527-57.3% | $2,631-59.0% |
| Participant deferral / active EE | $2,177 | $2,965-26.6% | $4,023-45.9% | $4,212-48.3% |
| Admin fee / account holder | $493 | $5,964-91.7% | $6,127-92.0% | $7,344-93.3% |