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 | $32,449 | $60,022-45.9% | $88,946-63.5% | $84,808-61.7% |
| Participation rate | 91.4% | 57.8%+33.6pp | 68.8%+22.6pp | 68.3%+23.1pp |
| Annual return | 120.03% | 22.43%+97.6pp | 57.82%+62.2pp | 40.90%+79.1pp |
| Employer contribution / active EE | $2,125 | $1,703+24.8% | $2,555-16.8% | $2,631-19.2% |
| Participant deferral / active EE | $4,011 | $3,114+28.8% | $4,581-12.5% | $4,212-4.8% |
| Admin fee / account holder | $36,501 | $4,811+658.7% | $8,261+341.8% | $7,344+397.0% |