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 | $61,103 | $102,317-40.3% | $146,958-58.4% | $80,856-24.4% |
| Participation rate | 74.5% | 75.8%-1.4pp | 82.2%-7.7pp | 67.6%+6.8pp |
| Annual return | 12.55% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $968 | $3,713-73.9% | $4,933-80.4% | $2,755-64.9% |
| Participant deferral / active EE | $5,243 | $6,644-21.1% | $8,070-35.0% | $4,296+22.1% |
| Admin fee / account holder | $3,161 | $7,941-60.2% | $12,998-75.7% | $6,918-54.3% |