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 | $2,408 | $29,660-91.9% | $56,411-95.7% | $80,856-97.0% |
| Participation rate | 74.5% | 41.6%+32.9pp | 52.5%+22.1pp | 67.6%+6.9pp |
| Annual return | 11.41% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $872 | $1,226-28.9% | $1,952-55.3% | $4,296-79.7% |
| Admin fee / account holder | $1,109 | $2,428-54.3% | $2,829-60.8% | $6,918-84.0% |