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 | $30,912 | $167,484-81.5% | $151,611-79.6% | $134,475-77.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 77.18% | 7.80%+69.4pp | 3.33%+73.9pp | 417.96%-340.8pp |
| Employer contribution / active EE | $4,625 | $6,829-32.3% | $6,166-25.0% | $4,740-2.4% |
| Participant deferral / active EE | $8,273 | $8,986-7.9% | $8,363-1.1% | $6,400+29.3% |
| Admin fee / account holder | $608 | $13,783-95.6% | $11,616-94.8% | $11,426-94.7% |