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 | $27,440 | $54,705-49.8% | $71,209-61.5% | $84,808-67.6% |
| Participation rate | 82.8% | 64.1%+18.7pp | 73.8%+9.0pp | 68.3%+14.4pp |
| Annual return | 22.30% | 35.90%-13.6pp | 282.51%-260.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,935 | $2,158-10.3% | $2,721-28.9% | $2,631-26.4% |
| Participant deferral / active EE | $2,854 | $3,030-5.8% | $4,175-31.6% | $4,212-32.2% |
| Admin fee / account holder | $342 | $4,863-93.0% | $5,349-93.6% | $7,344-95.3% |