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 3-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 | $62,173 | $123,909-49.8% | $69,647-10.7% | $145,922-57.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 190.55%-178.8pp | 100.48%-88.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $12,125 | $2,682+352.2% | $1,712+608.0% | $4,660+160.2% |
| Participant deferral / active EE | $23,580 | $4,236+456.7% | $2,886+717.1% | $6,688+252.6% |
| Admin fee / account holder | $485 | $7,863-93.8% | $4,713-89.7% | $13,397-96.4% |