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 8-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 | $12,711 | $96,305-86.8% | $80,569-84.2% | $139,434-90.9% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 22.90% | 1350.08%-1327.2pp | 935.43%-912.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,597 | $3,262-51.1% | $2,723-41.4% | $4,751-66.4% |
| Participant deferral / active EE | $5,181 | $5,232-1.0% | $4,447+16.5% | $6,710-22.8% |
| Admin fee / account holder | $1,710 | $6,599-74.1% | $5,377-68.2% | $11,403-85.0% |