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 7-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 | $28,055 | $77,145-63.6% | $108,410-74.1% | $85,850-67.3% |
| Participation rate | 91.4% | 74.7%+16.7pp | 80.1%+11.2pp | 69.3%+22.1pp |
| Annual return | 22.80% | 44.54%-21.7pp | 905.27%-882.5pp | 318.53%-295.7pp |
| Employer contribution / active EE | $3,551 | $2,379+49.3% | $3,558-0.2% | $2,565+38.4% |
| Participant deferral / active EE | $7,959 | $5,566+43.0% | $6,563+21.3% | $3,952+101.4% |
| Admin fee / account holder | $4,005 | $5,172-22.6% | $7,295-45.1% | $6,260-36.0% |