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 | $21,068 | $48,795-56.8% | $65,493-67.8% | $84,808-75.2% |
| Participation rate | 97.1% | 67.0%+30.1pp | 73.1%+24.0pp | 68.3%+28.7pp |
| Annual return | 19.98% | 20.20%-0.2pp | 982.45%-962.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,226 | $1,930+119.0% | $2,574+64.2% | $2,631+60.6% |
| Participant deferral / active EE | $4,341 | $2,928+48.2% | $3,961+9.6% | $4,212+3.1% |
| Admin fee / account holder | $1,875 | $3,877-51.6% | $5,028-62.7% | $7,344-74.5% |