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 | $25,098 | $30,400-17.4% | $53,898-53.4% | $84,808-70.4% |
| Participation rate | 93.8% | 46.4%+47.4pp | 55.0%+38.9pp | 68.3%+25.5pp |
| Annual return | 54.45% | 500.19%-445.7pp | 528.60%-474.2pp | 40.90%+13.5pp |
| Employer contribution / active EE | $1,350 | $603+123.9% | $932+44.8% | $2,631-48.7% |
| Participant deferral / active EE | $1,168 | $1,199-2.5% | $1,826-36.0% | $4,212-72.3% |
| Admin fee / account holder | $498 | $1,993-75.0% | $2,491-80.0% | $7,344-93.2% |