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 10-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 | $69,805 | $89,355-21.9% | $141,162-50.5% | $72,985-4.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 46.01% | 111.85%-65.8pp | 71.39%-25.4pp | 81.00%-35.0pp |
| Employer contribution / active EE | $3,319 | $3,114+6.6% | $4,735-29.9% | $2,440+36.0% |
| Participant deferral / active EE | $7,802 | $5,418+44.0% | $6,709+16.3% | $3,607+116.3% |
| Admin fee / account holder | $3,360 | $5,958-43.6% | $10,261-67.3% | $5,124-34.4% |