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 | $61,952 | $86,944-28.7% | $107,525-42.4% | $74,304-16.6% |
| Participation rate | 72.2% | 59.6%+12.7pp | 75.1%-2.9pp | 60.3%+11.9pp |
| Annual return | 15.40% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $3,416 | $2,757+23.9% | $3,754-9.0% | $2,241+52.4% |
| Participant deferral / active EE | $6,126 | $3,554+72.4% | $5,116+19.8% | $3,767+62.6% |
| Admin fee / account holder | $6,929 | $3,727+85.9% | $8,919-22.3% | $2,969+133.4% |