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 6-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 | $85,849 | $74,888+14.6% | $71,209+20.6% | $142,382-39.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 64.88% | 345.14%-280.3pp | 282.51%-217.6pp | 217.08%-152.2pp |
| Employer contribution / active EE | $2,902 | $2,854+1.7% | $2,721+6.7% | $4,299-32.5% |
| Participant deferral / active EE | $6,609 | $4,454+48.4% | $4,175+58.3% | $6,507+1.6% |
| Admin fee / account holder | $1,038 | $5,568-81.4% | $5,349-80.6% | $12,624-91.8% |