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 5-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 | $112,289 | $148,534-24.4% | $135,903-17.4% | $139,434-19.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 216.82% | 79.19%+137.6pp | 68.23%+148.6pp | 372.94%-156.1pp |
| Employer contribution / active EE | $3,330 | $5,243-36.5% | $4,856-31.4% | $4,751-29.9% |
| Participant deferral / active EE | $10,724 | $8,100+32.4% | $7,758+38.2% | $6,710+59.8% |
| Admin fee / account holder | $350 | $12,400-97.2% | $10,762-96.7% | $11,403-96.9% |