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 6-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 | $159,392 | $90,348+76.4% | $75,972+109.8% | $145,922+9.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.41% | 620.88%-604.5pp | 359.55%-343.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $25,986 | $3,311+684.8% | $2,685+867.9% | $4,660+457.7% |
| Participant deferral / active EE | $53,500 | $5,162+936.5% | $4,255+1157.2% | $6,688+700.0% |
| Admin fee / account holder | $12,349 | $8,467+45.8% | $6,467+91.0% | $13,397-7.8% |