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 | $66,937 | $202,318-66.9% | $172,739-61.2% | $152,861-56.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.15% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,019 | $5,856-65.5% | $5,143-60.7% | $4,762-57.6% |
| Participant deferral / active EE | $3,845 | $5,948-35.4% | $5,198-26.0% | $5,850-34.3% |
| Admin fee / account holder | $9,008 | $17,109-47.4% | $13,954-35.4% | $11,596-22.3% |