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 | $32,668 | $135,635-75.9% | $110,238-70.4% | $135,375-75.9% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.8%+9.7pp | 82.6%+6.8pp |
| Annual return | 45.32% | 513.19%-467.9pp | 314.74%-269.4pp | 519.73%-474.4pp |
| Employer contribution / active EE | $4,562 | $4,906-7.0% | $3,826+19.2% | $4,779-4.5% |
| Participant deferral / active EE | $4,452 | $5,506-19.2% | $4,672-4.7% | $5,609-20.6% |
| Admin fee / account holder | $835 | $11,457-92.7% | $8,547-90.2% | $10,827-92.3% |