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 | $77,427 | $83,902-7.7% | $167,512-53.8% | $84,808-8.7% |
| Participation rate | 88.9% | 66.5%+22.4pp | 77.1%+11.8pp | 68.3%+20.6pp |
| Annual return | 17.89% | 91.55%-73.7pp | 1615.79%-1597.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,489 | $2,264+9.9% | $3,882-35.9% | $2,631-5.4% |
| Participant deferral / active EE | $5,723 | $4,442+28.8% | $6,405-10.6% | $4,212+35.9% |
| Admin fee / account holder | $13,001 | $7,915+64.3% | $9,769+33.1% | $7,344+77.0% |