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 3-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 | $6,177 | $104,974-94.1% | $95,585-93.5% | $142,382-95.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 75.42% | 210.33%-134.9pp | 38.56%+36.9pp | 217.08%-141.7pp |
| Employer contribution / active EE | $890 | $2,779-68.0% | $2,527-64.8% | $4,299-79.3% |
| Participant deferral / active EE | $3,948 | $4,352-9.3% | $4,023-1.9% | $6,507-39.3% |
| Admin fee / account holder | $329 | $6,386-94.9% | $6,127-94.6% | $12,624-97.4% |