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 4-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 | $100,163 | $175,202-42.8% | $149,673-33.1% | $139,434-28.2% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 75.43% | 166.71%-91.3pp | 134.42%-59.0pp | 372.94%-297.5pp |
| Employer contribution / active EE | $1,709 | $5,474-68.8% | $4,818-64.5% | $4,751-64.0% |
| Participant deferral / active EE | $3,765 | $6,519-42.2% | $5,680-33.7% | $6,710-43.9% |
| Admin fee / account holder | $51,759 | $16,150+220.5% | $13,210+291.8% | $11,403+353.9% |