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 8-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 | $26,156 | $107,334-75.6% | $92,893-71.8% | $152,861-82.9% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 31.13% | 145.58%-114.5pp | 109.41%-78.3pp | 345.32%-314.2pp |
| Employer contribution / active EE | $2,218 | $4,221-47.5% | $3,653-39.3% | $4,762-53.4% |
| Participant deferral / active EE | $5,609 | $4,845+15.8% | $4,236+32.4% | $5,850-4.1% |
| Admin fee / account holder | $379 | $7,079-94.6% | $5,794-93.5% | $11,596-96.7% |