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 | $44,463 | $65,561-32.2% | $86,188-48.4% | $75,163-40.8% |
| Participation rate | 86.2% | 60.5%+25.7pp | 69.0%+17.2pp | 67.2%+19.0pp |
| Annual return | 16.52% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,370 | $1,553+117.1% | $2,380+41.6% | $2,670+26.2% |
| Participant deferral / active EE | $6,951 | $3,024+129.9% | $3,985+74.4% | $4,125+68.5% |
| Admin fee / account holder | $11,802 | $5,474+115.6% | $6,852+72.3% | $5,651+108.9% |