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 | $24,582 | $99,918-75.4% | $81,382-69.8% | $145,922-83.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 16.97% | 34.32%-17.4pp | 24.73%-7.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,631 | $2,978-45.2% | $2,463-33.8% | $4,660-65.0% |
| Participant deferral / active EE | $1,631 | $4,605-64.6% | $3,883-58.0% | $6,688-75.6% |
| Admin fee / account holder | $982 | $8,212-88.0% | $5,768-83.0% | $13,397-92.7% |