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 | $45,856 | $96,305-52.4% | $80,569-43.1% | $139,434-67.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.44% | 1350.08%-1326.6pp | 935.43%-912.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $8,006 | $3,262+145.4% | $2,723+194.0% | $4,751+68.5% |
| Participant deferral / active EE | $5,916 | $5,232+13.1% | $4,447+33.0% | $6,710-11.8% |
| Admin fee / account holder | $1,387 | $6,599-79.0% | $5,377-74.2% | $11,403-87.8% |