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 | $39,102 | $107,334-63.6% | $92,893-57.9% | $152,861-74.4% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 20.28% | 145.58%-125.3pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,006 | $4,221-52.5% | $3,653-45.1% | $4,762-57.9% |
| Participant deferral / active EE | $2,346 | $4,845-51.6% | $4,236-44.6% | $5,850-59.9% |
| Admin fee / account holder | $426 | $7,079-94.0% | $5,794-92.6% | $11,596-96.3% |