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 5-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 | $33,219 | $96,635-65.6% | $86,612-61.6% | $139,434-76.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.50% | 106.41%-78.9pp | 591.07%-563.6pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,322 | $3,263-28.8% | $3,022-23.2% | $4,751-51.1% |
| Participant deferral / active EE | $13,658 | $4,836+182.4% | $4,438+207.8% | $6,710+103.5% |
| Admin fee / account holder | $321 | $6,408-95.0% | $5,614-94.3% | $11,403-97.2% |