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 4-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 | $37,383 | $102,317-63.5% | $146,958-74.6% | $80,856-53.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 57.85% | 134.76%-76.9pp | 418.34%-360.5pp | 35.59%+22.3pp |
| Employer contribution / active EE | $3,991 | $3,713+7.5% | $4,933-19.1% | $2,755+44.9% |
| Participant deferral / active EE | $8,038 | $6,644+21.0% | $8,070-0.4% | $4,296+87.1% |
| Admin fee / account holder | $1,742 | $7,941-78.1% | $12,998-86.6% | $6,918-74.8% |