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 | $35,878 | $159,901-77.6% | $146,958-75.6% | $145,922-75.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 19.55% | 98.13%-78.6pp | 418.34%-398.8pp | 561.29%-541.7pp |
| Employer contribution / active EE | $11,891 | $5,286+125.0% | $4,933+141.1% | $4,660+155.2% |
| Participant deferral / active EE | $18,681 | $8,428+121.6% | $8,070+131.5% | $6,688+179.3% |
| Admin fee / account holder | $29,209 | $15,044+94.2% | $12,998+124.7% | $13,397+118.0% |