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 | $48,367 | $58,208-16.9% | $81,812-40.9% | $80,856-40.2% |
| Participation rate | 90.4% | 63.4%+26.9pp | 72.3%+18.0pp | 67.6%+22.7pp |
| Annual return | 12.88% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,196 | $2,340-6.2% | $2,912-24.6% | $2,755-20.3% |
| Participant deferral / active EE | $3,705 | $3,281+12.9% | $4,319-14.2% | $4,296-13.7% |
| Admin fee / account holder | $3,774 | $4,981-24.2% | $7,386-48.9% | $6,918-45.4% |