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 6-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 | $24,091 | $124,185-80.6% | $108,410-77.8% | $167,490-85.6% |
| Participation rate | 82.6% | 82.3%+0.3pp | 80.1%+2.5pp | 82.1%+0.5pp |
| Annual return | 16.53% | 1379.64%-1363.1pp | 905.27%-888.7pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,103 | $4,187-49.8% | $3,558-40.9% | $4,837-56.5% |
| Participant deferral / active EE | $5,347 | $6,908-22.6% | $6,563-18.5% | $6,341-15.7% |
| Admin fee / account holder | $1,116 | $9,455-88.2% | $7,295-84.7% | $12,309-90.9% |