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 | $57,701 | $58,927-2.1% | $76,817-24.9% | $72,985-20.9% |
| Participation rate | 80.8% | 67.3%+13.4pp | 72.1%+8.7pp | 69.5%+11.3pp |
| Annual return | 21.33% | 2305.64%-2284.3pp | 1166.11%-1144.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,248 | $1,787+81.8% | $2,302+41.1% | $2,440+33.1% |
| Participant deferral / active EE | $5,508 | $2,690+104.7% | $3,336+65.1% | $3,607+52.7% |
| Admin fee / account holder | $1,318 | $4,013-67.1% | $6,420-79.5% | $5,124-74.3% |