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 | $38,657 | $183,519-78.9% | $155,509-75.1% | $145,922-73.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 22.13% | 61.17%-39.0pp | 64.67%-42.5pp | 561.29%-539.2pp |
| Employer contribution / active EE | $11,545 | $5,313+117.3% | $4,672+147.1% | $4,660+147.8% |
| Participant deferral / active EE | $4,535 | $6,462-29.8% | $5,626-19.4% | $6,688-32.2% |
| Admin fee / account holder | $984 | $19,313-94.9% | $15,912-93.8% | $13,397-92.7% |