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 6-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 | $59,228 | $112,096-47.2% | $95,952-38.3% | $158,922-62.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.25% | 171.09%-155.8pp | 91.61%-76.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $8,241 | $3,198+157.7% | $2,541+224.3% | $4,761+73.1% |
| Participant deferral / active EE | $8,106 | $4,784+69.4% | $4,167+94.5% | $5,982+35.5% |
| Admin fee / account holder | $159,201 | $10,130+1471.5% | $6,795+2242.8% | $11,246+1315.7% |