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 | $67,506 | $115,770-41.7% | $101,248-33.3% | $158,922-57.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 80.88% | 56.14%+24.7pp | 46.47%+34.4pp | 302.83%-221.9pp |
| Employer contribution / active EE | $2,943 | $4,175-29.5% | $3,660-19.6% | $4,761-38.2% |
| Participant deferral / active EE | $6,168 | $4,957+24.4% | $4,370+41.1% | $5,982+3.1% |
| Admin fee / account holder | $1,908 | $7,245-73.7% | $5,945-67.9% | $11,246-83.0% |