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 | $21,655 | $156,846-86.2% | $121,098-82.1% | $139,434-84.5% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 12.46% | 1474.56%-1462.1pp | 985.75%-973.3pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,283 | $5,536-58.8% | $4,164-45.2% | $4,751-52.0% |
| Participant deferral / active EE | $4,513 | $4,844-6.8% | $4,080+10.6% | $6,710-32.7% |
| Admin fee / account holder | $1,430 | $6,946-79.4% | $5,644-74.7% | $11,403-87.5% |