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 | $40,329 | $156,846-74.3% | $121,098-66.7% | $139,434-71.1% |
| Participation rate | 94.1% | 76.4%+17.7pp | 69.5%+24.6pp | 80.3%+13.8pp |
| Annual return | 14.50% | 1474.56%-1460.1pp | 985.75%-971.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,717 | $5,536-69.0% | $4,164-58.8% | $4,751-63.9% |
| Participant deferral / active EE | $5,662 | $4,844+16.9% | $4,080+38.8% | $6,710-15.6% |
| Admin fee / account holder | $2,626 | $6,946-62.2% | $5,644-53.5% | $11,403-77.0% |