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 4-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 | $45,034 | $102,317-56.0% | $146,958-69.4% | $80,856-44.3% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 21.39% | 134.76%-113.4pp | 418.34%-397.0pp | 35.59%-14.2pp |
| Employer contribution / active EE | $5,947 | $3,713+60.2% | $4,933+20.6% | $2,755+115.9% |
| Participant deferral / active EE | $12,742 | $6,644+91.8% | $8,070+57.9% | $4,296+196.6% |
| Admin fee / account holder | $305 | $7,941-96.2% | $12,998-97.7% | $6,918-95.6% |