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 | $63,338 | $101,317-37.5% | $146,958-56.9% | $74,495-15.0% |
| Participation rate | 70.8% | 75.5%-4.8pp | 82.2%-11.4pp | 67.2%+3.6pp |
| Annual return | 14.65% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,824 | $3,810-25.9% | $4,933-42.7% | $2,623+7.7% |
| Participant deferral / active EE | $6,694 | $7,303-8.3% | $8,070-17.1% | $4,346+54.0% |
| Admin fee / account holder | $4,332 | $1,739+149.2% | $12,998-66.7% | $1,942+123.1% |