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 3-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 | $25,348 | $70,756-64.2% | $65,493-61.3% | $142,382-82.2% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 16.60% | 1754.89%-1738.3pp | 982.45%-965.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,406 | $2,881-51.2% | $2,574-45.4% | $4,299-67.3% |
| Participant deferral / active EE | $3,824 | $4,637-17.5% | $3,961-3.5% | $6,507-41.2% |
| Admin fee / account holder | $7,019 | $6,559+7.0% | $5,028+39.6% | $12,624-44.4% |