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 | $65,376 | $183,963-64.5% | $162,163-59.7% | $152,861-57.2% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.6%-13.6pp | 82.4%-8.5pp |
| Annual return | 27.89% | 150.76%-122.9pp | 115.59%-87.7pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,610 | $6,371-74.7% | $5,614-71.3% | $4,762-66.2% |
| Participant deferral / active EE | $3,981 | $8,034-50.5% | $7,298-45.5% | $5,850-32.0% |
| Admin fee / account holder | $2,743 | $13,121-79.1% | $10,843-74.7% | $11,596-76.3% |