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 6-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 | $37,931 | $56,317-32.6% | $71,209-46.7% | $74,304-49.0% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 28.33% | 42.83%-14.5pp | 282.51%-254.2pp | 29.43%-1.1pp |
| Employer contribution / active EE | $5,401 | $2,160+150.1% | $2,721+98.5% | $2,241+141.0% |
| Participant deferral / active EE | $8,105 | $2,788+190.7% | $4,175+94.1% | $3,767+115.1% |
| Admin fee / account holder | $937 | $2,290-59.1% | $5,349-82.5% | $2,969-68.4% |