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 3-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 | $59,291 | $76,738-22.7% | $56,411+5.1% | $145,922-59.4% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 12.55% | 2994.23%-2981.7pp | 1701.33%-1688.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,248 | $1,380+62.9% | $1,039+116.5% | $4,660-51.7% |
| Participant deferral / active EE | $5,094 | $2,623+94.3% | $1,952+161.0% | $6,688-23.8% |
| Admin fee / account holder | $318 | $3,334-90.5% | $2,829-88.7% | $13,397-97.6% |