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 | $15,865 | $158,398-90.0% | $126,539-87.5% | $142,382-88.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 26.80% | 593.76%-567.0pp | 425.95%-399.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $3,376 | $4,650-27.4% | $3,674-8.1% | $4,299-21.5% |
| Participant deferral / active EE | $3,581 | $4,767-24.9% | $4,083-12.3% | $6,507-45.0% |
| Admin fee / account holder | $433 | $6,918-93.7% | $6,065-92.9% | $12,624-96.6% |