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 | $72,508 | $54,705+32.5% | $71,209+1.8% | $84,808-14.5% |
| Participation rate | 97.2% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+28.9pp |
| Annual return | 22.29% | 35.90%-13.6pp | 282.51%-260.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $6,027 | $2,158+179.3% | $2,721+121.5% | $2,631+129.1% |
| Participant deferral / active EE | $9,102 | $3,030+200.4% | $4,175+118.0% | $4,212+116.1% |
| Admin fee / account holder | $3,010 | $4,863-38.1% | $5,349-43.7% | $7,344-59.0% |