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 | $240,599 | $102,317+135.2% | $146,958+63.7% | $80,856+197.6% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 23.85% | 134.76%-110.9pp | 418.34%-394.5pp | 35.59%-11.7pp |
| Employer contribution / active EE | $17,288 | $3,713+365.6% | $4,933+250.5% | $2,755+527.5% |
| Participant deferral / active EE | $13,362 | $6,644+101.1% | $8,070+65.6% | $4,296+211.0% |
| Admin fee / account holder | $10,067 | $7,941+26.8% | $12,998-22.5% | $6,918+45.5% |