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 9-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 | $39,466 | $102,616-61.5% | $81,983-51.9% | $158,922-75.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.73% | 61.04%-43.3pp | 41.31%-23.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $11,226 | $3,240+246.5% | $2,498+349.4% | $4,761+135.8% |
| Participant deferral / active EE | $3,538 | $4,648-23.9% | $3,722-4.9% | $5,982-40.9% |
| Admin fee / account holder | $647 | $8,235-92.1% | $5,664-88.6% | $11,246-94.3% |