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 8-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 | $61,286 | $52,279+17.2% | $89,391-31.4% | $79,858-23.3% |
| Participation rate | 84.8% | 57.5%+27.3pp | 68.0%+16.8pp | 69.6%+15.2pp |
| Annual return | 17.49% | 22.16%-4.7pp | 245.62%-228.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,609 | $1,572+129.7% | $2,586+39.6% | $2,471+46.1% |
| Participant deferral / active EE | $6,292 | $2,740+129.6% | $3,890+61.8% | $3,740+68.2% |
| Admin fee / account holder | $3,100 | $3,356-7.7% | $4,881-36.5% | $5,306-41.6% |