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 10-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 | $32,884 | $105,998-69.0% | $92,233-64.3% | $147,584-77.7% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 13.51% | 50.05%-36.5pp | 176.28%-162.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,430 | $4,333-67.0% | $3,679-61.1% | $4,876-70.7% |
| Participant deferral / active EE | $3,741 | $4,478-16.4% | $3,897-4.0% | $5,439-31.2% |
| Admin fee / account holder | $6,969 | $6,332+10.1% | $5,194+34.2% | $10,885-36.0% |