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 | $48,282 | $53,127-9.1% | $86,590-44.2% | $70,131-31.2% |
| Participation rate | 72.0% | 65.3%+6.7pp | 73.5%-1.5pp | 69.5%+2.5pp |
| Annual return | 19.40% | 27.66%-8.3pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,363 | $2,068+14.2% | $2,839-16.8% | $2,342+0.9% |
| Participant deferral / active EE | $6,637 | $2,696+146.2% | $3,609+83.9% | $3,332+99.2% |
| Admin fee / account holder | $2,930 | $3,585-18.3% | $4,906-40.3% | $4,645-36.9% |