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 | $12,335 | $76,738-83.9% | $56,411-78.1% | $145,922-91.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.07% | 2994.23%-2985.2pp | 1701.33%-1692.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,241 | $1,380+62.4% | $1,039+115.8% | $4,660-51.9% |
| Participant deferral / active EE | $6,383 | $2,623+143.4% | $1,952+227.0% | $6,688-4.6% |
| Admin fee / account holder | $9,509 | $3,334+185.2% | $2,829+236.2% | $13,397-29.0% |