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 4-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 | $9,938 | $76,738-87.1% | $56,411-82.4% | $145,922-93.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 24.74% | 2994.23%-2969.5pp | 1701.33%-1676.6pp | 561.29%-536.6pp |
| Employer contribution / active EE | $1,288 | $1,380-6.6% | $1,039+24.0% | $4,660-72.4% |
| Participant deferral / active EE | $2,211 | $2,623-15.7% | $1,952+13.3% | $6,688-66.9% |
| Admin fee / account holder | $1,186 | $3,334-64.4% | $2,829-58.1% | $13,397-91.1% |