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 | $78,499 | $110,502-29.0% | $80,716-2.7% | $167,490-53.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 10.99% | 120.54%-109.6pp | 87.28%-76.3pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,820 | $1,543+82.8% | $1,160+143.1% | $4,837-41.7% |
| Participant deferral / active EE | $4,043 | $2,871+40.8% | $2,146+88.4% | $6,341-36.2% |
| Admin fee / account holder | $8,774 | $4,545+93.1% | $3,380+159.6% | $12,309-28.7% |