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 7-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 | $67,944 | $54,705+24.2% | $71,209-4.6% | $84,808-19.9% |
| Participation rate | 88.2% | 64.1%+24.2pp | 73.8%+14.5pp | 68.3%+19.9pp |
| Annual return | 16.90% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,050 | $2,158+134.0% | $2,721+85.6% | $2,631+92.0% |
| Participant deferral / active EE | $13,281 | $3,030+338.3% | $4,175+218.1% | $4,212+215.3% |
| Admin fee / account holder | $10,667 | $4,863+119.3% | $5,349+99.4% | $7,344+45.3% |