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 | $126,033 | $52,279+141.1% | $89,391+41.0% | $79,858+57.8% |
| Participation rate | 81.5% | 57.5%+23.9pp | 68.0%+13.5pp | 69.6%+11.8pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,306 | $1,572+46.7% | $2,586-10.8% | $2,471-6.7% |
| Participant deferral / active EE | $8,583 | $2,740+213.2% | $3,890+120.7% | $3,740+129.5% |
| Admin fee / account holder | $8,961 | $3,356+167.0% | $4,881+83.6% | $5,306+68.9% |