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 7-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 | $21,337 | $57,281-62.7% | $86,612-75.4% | $75,163-71.6% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 26.74% | 2670.75%-2644.0pp | 591.07%-564.3pp | 160.62%-133.9pp |
| Employer contribution / active EE | $2,620 | $2,314+13.2% | $3,022-13.3% | $2,670-1.9% |
| Participant deferral / active EE | $5,796 | $3,318+74.7% | $4,438+30.6% | $4,125+40.5% |
| Admin fee / account holder | $1,005 | $4,112-75.5% | $5,614-82.1% | $5,651-82.2% |