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 | $16,829 | $102,604-83.6% | $86,188-80.5% | $139,434-87.9% |
| Participation rate | 73.3% | 74.5%-1.2pp | 69.0%+4.4pp | 80.3%-7.0pp |
| Annual return | 11.78% | 1922.51%-1910.7pp | 1168.45%-1156.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $748 | $3,032-75.3% | $2,380-68.6% | $4,751-84.3% |
| Participant deferral / active EE | $2,426 | $4,676-48.1% | $3,985-39.1% | $6,710-63.9% |
| Admin fee / account holder | $856 | $8,657-90.1% | $6,852-87.5% | $11,403-92.5% |