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 6-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 | $127,914 | $54,705+133.8% | $71,209+79.6% | $84,808+50.8% |
| Participation rate | 93.1% | 64.1%+29.0pp | 73.8%+19.4pp | 68.3%+24.8pp |
| Annual return | 17.36% | 35.90%-18.5pp | 282.51%-265.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,299 | $2,158+52.9% | $2,721+21.3% | $2,631+25.4% |
| Participant deferral / active EE | $7,924 | $3,030+161.5% | $4,175+89.8% | $4,212+88.1% |
| Admin fee / account holder | $430 | $4,863-91.2% | $5,349-92.0% | $7,344-94.1% |