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 | $86,485 | $159,901-45.9% | $146,958-41.1% | $145,922-40.7% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 15.67% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,900 | $5,286-64.1% | $4,933-61.5% | $4,660-59.2% |
| Participant deferral / active EE | $4,099 | $8,428-51.4% | $8,070-49.2% | $6,688-38.7% |
| Admin fee / account holder | $6,326 | $15,044-58.0% | $12,998-51.3% | $13,397-52.8% |