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 | $26,074 | $70,606-63.1% | $53,898-51.6% | $142,382-81.7% |
| Participation rate | 94.1% | 63.7%+30.4pp | 55.0%+39.2pp | 80.1%+14.0pp |
| Annual return | 48.82% | 619.81%-571.0pp | 528.60%-479.8pp | 217.08%-168.3pp |
| Employer contribution / active EE | $2,843 | $1,202+136.5% | $932+205.0% | $4,299-33.9% |
| Participant deferral / active EE | $7,030 | $2,364+197.4% | $1,826+284.9% | $6,507+8.0% |
| Admin fee / account holder | $307 | $2,852-89.2% | $2,491-87.7% | $12,624-97.6% |