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 8-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 | $54,200 | $159,901-66.1% | $146,958-63.1% | $145,922-62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,412 | $5,286-73.3% | $4,933-71.4% | $4,660-69.7% |
| Participant deferral / active EE | $8,466 | $8,428+0.4% | $8,070+4.9% | $6,688+26.6% |
| Admin fee / account holder | $375 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |