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 | $62,798 | $165,984-62.2% | $164,813-61.9% | $145,922-57.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 9.13% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,750 | $5,273-47.8% | $4,341-36.6% | $4,660-41.0% |
| Participant deferral / active EE | $7,422 | $6,959+6.7% | $6,031+23.1% | $6,688+11.0% |
| Admin fee / account holder | $5,249 | $16,648-68.5% | $12,690-58.6% | $13,397-60.8% |