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 | $42,915 | $159,901-73.2% | $146,958-70.8% | $145,922-70.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 36.51% | 98.13%-61.6pp | 418.34%-381.8pp | 561.29%-524.8pp |
| Employer contribution / active EE | $2,314 | $5,286-56.2% | $4,933-53.1% | $4,660-50.3% |
| Participant deferral / active EE | $6,085 | $8,428-27.8% | $8,070-24.6% | $6,688-9.0% |
| Admin fee / account holder | $20,274 | $15,044+34.8% | $12,998+56.0% | $13,397+51.3% |