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 | $71,809 | $48,230+48.9% | $67,502+6.4% | $80,856-11.2% |
| Participation rate | 97.6% | 66.4%+31.3pp | 72.9%+24.8pp | 67.6%+30.0pp |
| Annual return | 20.58% | 18.28%+2.3pp | 3512.12%-3491.5pp | 35.59%-15.0pp |
| Employer contribution / active EE | $5,056 | $2,020+150.4% | $2,731+85.2% | $2,755+83.5% |
| Participant deferral / active EE | $4,401 | $2,924+50.5% | $4,000+10.0% | $4,296+2.4% |
| Admin fee / account holder | $615 | $3,681-83.3% | $3,998-84.6% | $6,918-91.1% |