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 | $56,968 | $96,635-41.0% | $86,612-34.2% | $139,434-59.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.01% | 106.41%-86.4pp | 591.07%-571.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,264 | $3,263-61.3% | $3,022-58.2% | $4,751-73.4% |
| Participant deferral / active EE | $2,139 | $4,836-55.8% | $4,438-51.8% | $6,710-68.1% |
| Admin fee / account holder | $995 | $6,408-84.5% | $5,614-82.3% | $11,403-91.3% |