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 9-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 | $27,721 | $104,486-73.5% | $76,817-63.9% | $152,861-81.9% |
| Participation rate | 70.6% | 76.6%-6.0pp | 72.1%-1.5pp | 82.4%-11.9pp |
| Annual return | 27.32% | 1013.37%-986.1pp | 1166.11%-1138.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,169 | $3,116-30.4% | $2,302-5.8% | $4,762-54.5% |
| Participant deferral / active EE | $6,446 | $4,236+52.2% | $3,336+93.2% | $5,850+10.2% |
| Admin fee / account holder | $689 | $12,275-94.4% | $6,420-89.3% | $11,596-94.1% |