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 6-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 | $29,617 | $30,400-2.6% | $53,898-45.0% | $84,808-65.1% |
| Participation rate | 82.1% | 46.4%+35.6pp | 55.0%+27.1pp | 68.3%+13.7pp |
| Annual return | 23.99% | 500.19%-476.2pp | 528.60%-504.6pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,418 | $603+135.3% | $932+52.2% | $2,631-46.1% |
| Participant deferral / active EE | $2,762 | $1,199+130.5% | $1,826+51.3% | $4,212-34.4% |
| Admin fee / account holder | $555 | $1,993-72.2% | $2,491-77.7% | $7,344-92.4% |