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 | $27,388 | $106,890-74.4% | $84,015-67.4% | $152,861-82.1% |
| Participation rate | 81.0% | 75.2%+5.7pp | 69.0%+11.9pp | 82.4%-1.5pp |
| Annual return | 36.93% | 104.99%-68.1pp | 71.31%-34.4pp | 345.32%-308.4pp |
| Employer contribution / active EE | $3,222 | $2,734+17.8% | $1,983+62.4% | $4,762-32.3% |
| Participant deferral / active EE | $8,240 | $4,011+105.4% | $3,239+154.4% | $5,850+40.9% |
| Admin fee / account holder | $429 | $8,285-94.8% | $6,101-93.0% | $11,596-96.3% |