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 | $1,872 | $76,738-97.6% | $56,411-96.7% | $145,922-98.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 12.53% | 2994.23%-2981.7pp | 1701.33%-1688.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $642 | $1,380-53.5% | $1,039-38.2% | $4,660-86.2% |
| Participant deferral / active EE | $822 | $2,623-68.7% | $1,952-57.9% | $6,688-87.7% |
| Admin fee / account holder | $687 | $3,334-79.4% | $2,829-75.7% | $13,397-94.9% |