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 | $21,697 | $159,901-86.4% | $146,958-85.2% | $145,922-85.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 156.54% | 98.13%+58.4pp | 418.34%-261.8pp | 561.29%-404.7pp |
| Employer contribution / active EE | $1,907 | $5,286-63.9% | $4,933-61.3% | $4,660-59.1% |
| Participant deferral / active EE | $3,504 | $8,428-58.4% | $8,070-56.6% | $6,688-47.6% |
| Admin fee / account holder | $5,020 | $15,044-66.6% | $12,998-61.4% | $13,397-62.5% |