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 9-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 | $34,889 | $165,335-78.9% | $149,696-76.7% | $158,922-78.0% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 66.53% | 348.15%-281.6pp | 276.60%-210.1pp | 302.83%-236.3pp |
| Employer contribution / active EE | $4,327 | $5,103-15.2% | $4,644-6.8% | $4,761-9.1% |
| Participant deferral / active EE | $3,735 | $7,181-48.0% | $6,842-45.4% | $5,982-37.6% |
| Admin fee / account holder | $2,840 | $10,807-73.7% | $9,309-69.5% | $11,246-74.7% |