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 3-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 | $23,363 | $118,427-80.3% | $66,042-64.6% | $142,382-83.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 31.55% | 35.57%-4.0pp | 52.11%-20.6pp | 217.08%-185.5pp |
| Employer contribution / active EE | $3,596 | $2,570+39.9% | $1,579+127.7% | $4,299-16.3% |
| Participant deferral / active EE | $5,271 | $4,311+22.3% | $2,835+85.9% | $6,507-19.0% |
| Admin fee / account holder | $989 | $9,593-89.7% | $5,747-82.8% | $12,624-92.2% |