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 | $44,412 | $88,751-50.0% | $81,812-45.7% | $145,922-69.6% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.3%+22.9pp | 80.3%+15.0pp |
| Annual return | 14.35% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,970 | $3,083-3.7% | $2,912+2.0% | $4,660-36.3% |
| Participant deferral / active EE | $6,692 | $4,643+44.1% | $4,319+55.0% | $6,688+0.1% |
| Admin fee / account holder | $1,816 | $8,415-78.4% | $7,386-75.4% | $13,397-86.4% |