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 | $32,515 | $114,047-71.5% | $96,139-66.2% | $167,490-80.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 14.12% | 189.88%-175.8pp | 191.94%-177.8pp | 478.56%-464.4pp |
| Employer contribution / active EE | $7,615 | $3,427+122.2% | $2,797+172.3% | $4,837+57.4% |
| Participant deferral / active EE | $4,687 | $5,194-9.7% | $4,349+7.8% | $6,341-26.1% |
| Admin fee / account holder | $474 | $6,897-93.1% | $5,537-91.4% | $12,309-96.2% |