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 | $41,402 | $111,724-62.9% | $93,606-55.8% | $145,922-71.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 10.64% | 202.98%-192.3pp | 133.20%-122.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,000 | $3,090-35.3% | $2,420-17.3% | $4,660-57.1% |
| Participant deferral / active EE | $6,985 | $4,912+42.2% | $4,411+58.3% | $6,688+4.4% |
| Admin fee / account holder | $1,763 | $10,250-82.8% | $8,285-78.7% | $13,397-86.8% |