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 | $70,819 | $99,877-29.1% | $84,966-16.6% | $145,922-51.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.38% | 83.76%-73.4pp | 66.38%-56.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,275 | $3,231-29.6% | $2,727-16.6% | $4,660-51.2% |
| Participant deferral / active EE | $6,353 | $5,291+20.1% | $4,519+40.6% | $6,688-5.0% |
| Admin fee / account holder | $3,429 | $7,248-52.7% | $6,149-44.2% | $13,397-74.4% |