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 | $19,624 | $76,000-74.2% | $154,107-87.3% | $64,186-69.4% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | 4.83% | 30.32%-25.5pp | 735.12%-730.3pp | 7.63%-2.8pp |
| Employer contribution / active EE | $3,749 | $3,351+11.9% | $5,298-29.2% | $2,381+57.5% |
| Participant deferral / active EE | $5,287 | $3,175+66.5% | $5,081+4.1% | $3,470+52.4% |
| Admin fee / account holder | $9,774 | $5,596+74.7% | $13,411-27.1% | $4,888+100.0% |