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 | $145,288 | $123,909+17.3% | $69,647+108.6% | $145,922-0.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 22.09% | 190.55%-168.5pp | 100.48%-78.4pp | 561.29%-539.2pp |
| Employer contribution / active EE | $4,713 | $2,682+75.7% | $1,712+175.2% | $4,660+1.1% |
| Participant deferral / active EE | $20,194 | $4,236+376.7% | $2,886+599.7% | $6,688+202.0% |
| Admin fee / account holder | $718 | $7,863-90.9% | $4,713-84.8% | $13,397-94.6% |