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 8-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 | $66,922 | $102,317-34.6% | $146,958-54.5% | $80,856-17.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.82% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $7,584 | $3,713+104.3% | $4,933+53.7% | $2,755+175.3% |
| Participant deferral / active EE | $7,449 | $6,644+12.1% | $8,070-7.7% | $4,296+73.4% |
| Admin fee / account holder | $1,997 | $7,941-74.8% | $12,998-84.6% | $6,918-71.1% |