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 4-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 | $41,709 | $102,317-59.2% | $146,958-71.6% | $80,856-48.4% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 16.54% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $7,867 | $3,713+111.9% | $4,933+59.5% | $2,755+185.6% |
| Participant deferral / active EE | $8,660 | $6,644+30.3% | $8,070+7.3% | $4,296+101.6% |
| Admin fee / account holder | $494 | $7,941-93.8% | $12,998-96.2% | $6,918-92.9% |