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 | $60,176 | $102,317-41.2% | $146,958-59.1% | $80,856-25.6% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 12.18% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,647 | $3,713+52.1% | $4,933+14.5% | $2,755+105.0% |
| Participant deferral / active EE | $9,715 | $6,644+46.2% | $8,070+20.4% | $4,296+126.2% |
| Admin fee / account holder | $3,881 | $7,941-51.1% | $12,998-70.1% | $6,918-43.9% |