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 9-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 | $23,081 | $107,934-78.6% | $91,989-74.9% | $152,861-84.9% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 26.36% | 89.24%-62.9pp | 69.02%-42.7pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,529 | $4,210-63.7% | $3,452-55.7% | $4,762-67.9% |
| Participant deferral / active EE | $3,913 | $6,364-38.5% | $5,923-33.9% | $5,850-33.1% |
| Admin fee / account holder | $708 | $10,520-93.3% | $7,743-90.9% | $11,596-93.9% |