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 | $37,231 | $100,773-63.1% | $88,946-58.1% | $142,382-73.9% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 17.17% | 70.18%-53.0pp | 57.82%-40.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,572 | $2,918-46.1% | $2,555-38.5% | $4,299-63.4% |
| Participant deferral / active EE | $3,145 | $5,230-39.9% | $4,581-31.3% | $6,507-51.7% |
| Admin fee / account holder | $1,802 | $9,693-81.4% | $8,261-78.2% | $12,624-85.7% |