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 4-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 | $38,500 | $99,877-61.5% | $84,966-54.7% | $145,922-73.6% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 19.38% | 83.76%-64.4pp | 66.38%-47.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $9,964 | $3,231+208.3% | $2,727+265.4% | $4,660+113.8% |
| Participant deferral / active EE | $6,384 | $5,291+20.7% | $4,519+41.3% | $6,688-4.5% |
| Admin fee / account holder | $1,996 | $7,248-72.5% | $6,149-67.5% | $13,397-85.1% |