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 | $98,134 | $126,574-22.5% | $106,213-7.6% | $145,922-32.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.67% | 224.79%-215.1pp | 116.14%-106.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,820 | $3,730+109.6% | $3,171+146.6% | $4,660+67.8% |
| Participant deferral / active EE | $18,830 | $5,724+229.0% | $5,016+275.4% | $6,688+181.6% |
| Admin fee / account holder | $18,477 | $17,304+6.8% | $11,033+67.5% | $13,397+37.9% |