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 | $39,814 | $83,902-52.5% | $167,512-76.2% | $84,808-53.1% |
| Participation rate | 93.8% | 66.5%+27.3pp | 77.1%+16.7pp | 68.3%+25.4pp |
| Annual return | 16.60% | 91.55%-74.9pp | 1615.79%-1599.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,069 | $2,264+123.9% | $3,882+30.6% | $2,631+92.7% |
| Participant deferral / active EE | $11,650 | $4,442+162.2% | $6,405+81.9% | $4,212+176.6% |
| Admin fee / account holder | $4,630 | $7,915-41.5% | $9,769-52.6% | $7,344-36.9% |