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 10-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 | $23,834 | $124,281-80.8% | $109,143-78.2% | $167,490-85.8% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 51.04% | 26.04%+25.0pp | 25.75%+25.3pp | 478.56%-427.5pp |
| Employer contribution / active EE | $2,937 | $4,207-30.2% | $3,722-21.1% | $4,837-39.3% |
| Participant deferral / active EE | $5,830 | $5,255+10.9% | $4,653+25.3% | $6,341-8.1% |
| Admin fee / account holder | $1,433 | $7,970-82.0% | $6,752-78.8% | $12,309-88.4% |