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 10-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 | $59,113 | $91,190-35.2% | $178,490-66.9% | $79,858-26.0% |
| Participation rate | 77.4% | 69.2%+8.2pp | 81.9%-4.5pp | 69.6%+7.8pp |
| Annual return | 53.55% | 24.19%+29.4pp | 151.07%-97.5pp | 31.71%+21.8pp |
| Employer contribution / active EE | $2,318 | $3,256-28.8% | $5,011-53.7% | $2,471-6.2% |
| Participant deferral / active EE | $5,234 | $3,236+61.7% | $5,202+0.6% | $3,740+39.9% |
| Admin fee / account holder | $460 | $6,751-93.2% | $13,984-96.7% | $5,306-91.3% |