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 | $39,155 | $96,635-59.5% | $86,612-54.8% | $139,434-71.9% |
| Participation rate | 95.0% | 74.4%+20.6pp | 71.7%+23.3pp | 80.3%+14.7pp |
| Annual return | 20.43% | 106.41%-86.0pp | 591.07%-570.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,853 | $3,263-12.6% | $3,022-5.6% | $4,751-39.9% |
| Participant deferral / active EE | $3,277 | $4,836-32.2% | $4,438-26.2% | $6,710-51.2% |
| Admin fee / account holder | $1,396 | $6,408-78.2% | $5,614-75.1% | $11,403-87.8% |