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 | $46,182 | $83,902-45.0% | $167,512-72.4% | $84,808-45.5% |
| Participation rate | 90.2% | 66.5%+23.8pp | 77.1%+13.2pp | 68.3%+21.9pp |
| Annual return | 16.17% | 91.55%-75.4pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,695 | $2,264-25.1% | $3,882-56.3% | $2,631-35.6% |
| Participant deferral / active EE | $2,251 | $4,442-49.3% | $6,405-64.8% | $4,212-46.5% |
| Admin fee / account holder | $405 | $7,915-94.9% | $9,769-95.9% | $7,344-94.5% |