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 5-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 | $39,522 | $108,919-63.7% | $100,391-60.6% | $145,922-72.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.81% | 57.88%-43.1pp | 49.20%-34.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,980 | $4,419-9.9% | $3,942+1.0% | $4,660-14.6% |
| Participant deferral / active EE | $6,531 | $8,445-22.7% | $8,082-19.2% | $6,688-2.3% |
| Admin fee / account holder | $1,342 | $9,689-86.1% | $7,899-83.0% | $13,397-90.0% |