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 | $21,456 | $99,877-78.5% | $84,966-74.7% | $145,922-85.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 43.06% | 83.76%-40.7pp | 66.38%-23.3pp | 561.29%-518.2pp |
| Employer contribution / active EE | $2,543 | $3,231-21.3% | $2,727-6.8% | $4,660-45.4% |
| Participant deferral / active EE | $11,414 | $5,291+115.7% | $4,519+152.6% | $6,688+70.7% |
| Admin fee / account holder | $4,294 | $7,248-40.8% | $6,149-30.2% | $13,397-68.0% |