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 | $31,320 | $148,534-78.9% | $135,903-77.0% | $139,434-77.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 47.23% | 79.19%-32.0pp | 68.23%-21.0pp | 372.94%-325.7pp |
| Employer contribution / active EE | $9,896 | $5,243+88.7% | $4,856+103.8% | $4,751+108.3% |
| Participant deferral / active EE | $4,158 | $8,100-48.7% | $7,758-46.4% | $6,710-38.0% |
| Admin fee / account holder | $4,061 | $12,400-67.3% | $10,762-62.3% | $11,403-64.4% |