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 | $29,028 | $115,770-74.9% | $101,248-71.3% | $158,922-81.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.61% | 56.14%-45.5pp | 46.47%-35.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,636 | $4,175-60.8% | $3,660-55.3% | $4,761-65.6% |
| Participant deferral / active EE | $5,123 | $4,957+3.3% | $4,370+17.2% | $5,982-14.4% |
| Admin fee / account holder | $710 | $7,245-90.2% | $5,945-88.1% | $11,246-93.7% |