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 9-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 | $39,964 | $111,724-64.2% | $93,606-57.3% | $145,922-72.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.26% | 202.98%-188.7pp | 133.20%-118.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,230 | $3,090-60.2% | $2,420-49.2% | $4,660-73.6% |
| Participant deferral / active EE | $2,460 | $4,912-49.9% | $4,411-44.2% | $6,688-63.2% |
| Admin fee / account holder | $4,545 | $10,250-55.7% | $8,285-45.1% | $13,397-66.1% |