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 8-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 | $28,368 | $210,648-86.5% | $177,989-84.1% | $145,922-80.6% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 10.42% | 385.86%-375.4pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,475 | $4,565-67.7% | $3,949-62.7% | $4,660-68.4% |
| Participant deferral / active EE | $3,822 | $6,958-45.1% | $6,276-39.1% | $6,688-42.8% |
| Admin fee / account holder | $1,898 | $12,013-84.2% | $10,363-81.7% | $13,397-85.8% |