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 5-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 | $40,280 | $102,317-60.6% | $146,958-72.6% | $80,856-50.2% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 18.80% | 134.76%-116.0pp | 418.34%-399.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $4,571 | $3,713+23.1% | $4,933-7.3% | $2,755+65.9% |
| Participant deferral / active EE | $9,426 | $6,644+41.9% | $8,070+16.8% | $4,296+119.4% |
| Admin fee / account holder | $5,975 | $7,941-24.8% | $12,998-54.0% | $6,918-13.6% |