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 | $11,561 | $56,053-79.4% | $75,972-84.8% | $80,856-85.7% |
| Participation rate | 92.9% | 62.0%+30.8pp | 69.1%+23.8pp | 67.6%+25.2pp |
| Annual return | 13.91% | 20.53%-6.6pp | 359.55%-345.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,244 | $1,874+73.1% | $2,685+20.8% | $2,755+17.8% |
| Participant deferral / active EE | $5,813 | $3,052+90.5% | $4,255+36.6% | $4,296+35.3% |
| Admin fee / account holder | $2,037 | $5,234-61.1% | $6,467-68.5% | $6,918-70.6% |