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 | $40,309 | $53,822-25.1% | $75,696-46.7% | $85,850-53.0% |
| Participation rate | 88.5% | 69.1%+19.4pp | 74.8%+13.6pp | 69.3%+19.1pp |
| Annual return | 46.48% | 24.54%+21.9pp | 104.53%-58.1pp | 318.53%-272.1pp |
| Employer contribution / active EE | $4,282 | $2,017+112.3% | $2,743+56.1% | $2,565+66.9% |
| Participant deferral / active EE | $5,584 | $2,895+92.9% | $3,821+46.1% | $3,952+41.3% |
| Admin fee / account holder | $2,361 | $3,343-29.4% | $3,619-34.8% | $6,260-62.3% |