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 | $10,157 | $102,966-90.1% | $90,281-88.7% | $152,861-93.4% |
| Participation rate | 70.8% | 75.9%-5.0pp | 73.3%-2.4pp | 82.4%-11.6pp |
| Annual return | 23.35% | 95.16%-71.8pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $976 | $3,139-68.9% | $2,854-65.8% | $4,762-79.5% |
| Participant deferral / active EE | $1,443 | $4,281-66.3% | $3,885-62.9% | $5,850-75.3% |
| Admin fee / account holder | $880 | $6,171-85.7% | $5,351-83.6% | $11,596-92.4% |