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 | $167,281 | $105,126+59.1% | $94,646+76.7% | $139,434+20.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.79% | 38.03%-24.2pp | 156.71%-142.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $836 | $4,106-79.6% | $3,672-77.2% | $4,751-82.4% |
| Participant deferral / active EE | $22,500 | $7,599+196.1% | $7,418+203.3% | $6,710+235.3% |
| Admin fee / account holder | $904 | $8,984-89.9% | $7,231-87.5% | $11,403-92.1% |