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 6-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 | $86,986 | $27,915+211.6% | $58,482+48.7% | $75,163+15.7% |
| Participation rate | 87.9% | 38.8%+49.0pp | 50.9%+37.0pp | 67.2%+20.7pp |
| Annual return | 25.50% | 44.20%-18.7pp | 4239.32%-4213.8pp | 160.62%-135.1pp |
| Employer contribution / active EE | $5,883 | $669+779.3% | $1,053+458.6% | $2,670+120.4% |
| Participant deferral / active EE | $8,100 | $1,201+574.3% | $1,924+321.1% | $4,125+96.4% |
| Admin fee / account holder | $3,160 | $1,726+83.1% | $2,516+25.6% | $5,651-44.1% |