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 | $57,950 | $83,902-30.9% | $167,512-65.4% | $84,808-31.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 18.36% | 91.55%-73.2pp | 1615.79%-1597.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,777 | $2,264+66.8% | $3,882-2.7% | $2,631+43.6% |
| Participant deferral / active EE | $10,432 | $4,442+134.8% | $6,405+62.9% | $4,212+147.7% |
| Admin fee / account holder | $6,796 | $7,915-14.1% | $9,769-30.4% | $7,344-7.5% |