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 10-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 | $43,835 | $102,547-57.3% | $78,210-44.0% | $147,584-70.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.13% | 51.08%-35.9pp | 40.90%-25.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,342 | $2,617-48.7% | $2,034-34.0% | $4,876-72.5% |
| Participant deferral / active EE | $1,342 | $3,481-61.5% | $2,823-52.5% | $5,439-75.3% |
| Admin fee / account holder | $738 | $5,059-85.4% | $3,758-80.4% | $10,885-93.2% |