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 | $71,748 | $91,538-21.6% | $129,995-44.8% | $75,163-4.5% |
| Participation rate | 86.0% | 71.4%+14.6pp | 78.5%+7.6pp | 67.2%+18.9pp |
| Annual return | 16.74% | -631.11%+647.9pp | -137.18%+153.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,671 | $2,845-6.1% | $4,320-38.2% | $2,6700% |
| Participant deferral / active EE | $4,173 | $4,341-3.9% | $5,820-28.3% | $4,125+1.2% |
| Admin fee / account holder | $1,004 | $6,790-85.2% | $10,614-90.5% | $5,651-82.2% |