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 | $24,032 | $133,958-82.1% | $112,228-78.6% | $134,475-82.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 86.81% | 47.11%+39.7pp | 27.45%+59.4pp | 417.96%-331.2pp |
| Employer contribution / active EE | $2,376 | $4,038-41.2% | $3,635-34.6% | $4,740-49.9% |
| Participant deferral / active EE | $3,744 | $5,291-29.2% | $4,728-20.8% | $6,400-41.5% |
| Admin fee / account holder | $7,817 | $7,489+4.4% | $6,410+21.9% | $11,426-31.6% |