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 | $49,488 | $102,317-51.6% | $146,958-66.3% | $80,856-38.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 23.72% | 134.76%-111.0pp | 418.34%-394.6pp | 35.59%-11.9pp |
| Employer contribution / active EE | $2,168 | $3,713-41.6% | $4,933-56.0% | $2,755-21.3% |
| Participant deferral / active EE | $8,918 | $6,644+34.2% | $8,070+10.5% | $4,296+107.6% |
| Admin fee / account holder | $3,221 | $7,941-59.4% | $12,998-75.2% | $6,918-53.4% |