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 | $63,030 | $100,852-37.5% | $90,404-30.3% | $158,922-60.3% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.7%+9.9pp | 82.0%+0.7pp |
| Annual return | 12.53% | 1724.20%-1711.7pp | 1293.02%-1280.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,111 | $3,689-42.8% | $3,262-35.3% | $4,761-55.7% |
| Participant deferral / active EE | $2,588 | $4,348-40.5% | $3,963-34.7% | $5,982-56.7% |
| Admin fee / account holder | $761 | $6,501-88.3% | $5,611-86.4% | $11,246-93.2% |