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 | $52,885 | $89,355-40.8% | $141,162-62.5% | $72,985-27.5% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.8pp | 69.5%+23.7pp |
| Annual return | 25.68% | 111.85%-86.2pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,662 | $3,114-14.5% | $4,735-43.8% | $2,440+9.1% |
| Participant deferral / active EE | $5,131 | $5,418-5.3% | $6,709-23.5% | $3,607+42.2% |
| Admin fee / account holder | $1,592 | $5,958-73.3% | $10,261-84.5% | $5,124-68.9% |