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 | $18,699 | $70,606-73.5% | $53,898-65.3% | $142,382-86.9% |
| Participation rate | 94.4% | 63.7%+30.7pp | 55.0%+39.5pp | 80.1%+14.3pp |
| Annual return | 22.29% | 619.81%-597.5pp | 528.60%-506.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,668 | $1,202+38.8% | $932+79.0% | $4,299-61.2% |
| Participant deferral / active EE | $5,292 | $2,364+123.8% | $1,826+189.7% | $6,507-18.7% |
| Admin fee / account holder | $568 | $2,852-80.1% | $2,491-77.2% | $12,624-95.5% |