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 7-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 | $61,351 | $102,317-40.0% | $146,958-58.3% | $80,856-24.1% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.2%-1.3pp | 67.6%+13.3pp |
| Annual return | 22.60% | 134.76%-112.2pp | 418.34%-395.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,860 | $6,644+123.7% | $8,070+84.1% | $4,296+245.9% |
| Admin fee / account holder | $2,017 | $7,941-74.6% | $12,998-84.5% | $6,918-70.8% |