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 | $47,766 | $81,632-41.5% | $70,449-32.2% | $158,922-69.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.30% | 208.40%-192.1pp | 109.03%-92.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $6,533 | $3,217+103.1% | $2,737+138.7% | $4,761+37.2% |
| Participant deferral / active EE | $5,188 | $4,554+13.9% | $3,709+39.9% | $5,982-13.3% |
| Admin fee / account holder | $2,044 | $6,193-67.0% | $3,845-46.8% | $11,246-81.8% |