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 3-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 | $25,180 | $159,901-84.3% | $146,958-82.9% | $145,922-82.7% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 21.18% | 98.13%-77.0pp | 418.34%-397.2pp | 561.29%-540.1pp |
| Employer contribution / active EE | $3,697 | $5,286-30.1% | $4,933-25.1% | $4,660-20.7% |
| Participant deferral / active EE | $10,140 | $8,428+20.3% | $8,070+25.7% | $6,688+51.6% |
| Admin fee / account holder | $1,036 | $15,044-93.1% | $12,998-92.0% | $13,397-92.3% |