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 | $44,414 | $60,124-26.1% | $90,404-50.9% | $79,858-44.4% |
| Participation rate | 96.4% | 65.0%+31.4pp | 72.7%+23.7pp | 69.6%+26.7pp |
| Annual return | 16.74% | 71.94%-55.2pp | 1293.02%-1276.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,278 | $2,068+58.5% | $3,262+0.5% | $2,471+32.7% |
| Participant deferral / active EE | $4,228 | $2,938+43.9% | $3,963+6.7% | $3,740+13.0% |
| Admin fee / account holder | $6,432 | $3,976+61.8% | $5,611+14.6% | $5,306+21.2% |