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 7-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 | $56,261 | $72,400-22.3% | $67,502-16.7% | $145,922-61.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.84% | 7182.46%-7171.6pp | 3512.12%-3501.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,010 | $3,069-1.9% | $2,731+10.2% | $4,660-35.4% |
| Participant deferral / active EE | $7,895 | $4,783+65.1% | $4,000+97.4% | $6,688+18.0% |
| Admin fee / account holder | $7,878 | $5,539+42.2% | $3,998+97.1% | $13,397-41.2% |