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 9-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 | $59,613 | $209,411-71.5% | $178,490-66.6% | $158,922-62.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.35% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $12,432 | $5,706+117.9% | $5,011+148.1% | $4,761+161.1% |
| Participant deferral / active EE | $10,698 | $5,954+79.7% | $5,202+105.7% | $5,982+78.8% |
| Admin fee / account holder | $345 | $17,074-98.0% | $13,984-97.5% | $11,246-96.9% |