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 9-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 | $38,422 | $138,065-72.2% | $123,544-68.9% | $135,375-71.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 34.75% | 153.68%-118.9pp | 119.20%-84.4pp | 519.73%-485.0pp |
| Employer contribution / active EE | $11,775 | $5,151+128.6% | $4,628+154.4% | $4,779+146.4% |
| Participant deferral / active EE | $5,510 | $6,799-19.0% | $6,426-14.2% | $5,609-1.8% |
| Admin fee / account holder | $629 | $10,916-94.2% | $9,284-93.2% | $10,827-94.2% |