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 8-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 | $70,662 | $210,648-66.5% | $177,989-60.3% | $145,922-51.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.49% | 385.86%-375.4pp | 294.48%-284.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,993 | $4,565-56.3% | $3,949-49.5% | $4,660-57.2% |
| Participant deferral / active EE | $12,070 | $6,958+73.5% | $6,276+92.3% | $6,688+80.5% |
| Admin fee / account holder | $1,269 | $12,013-89.4% | $10,363-87.8% | $13,397-90.5% |