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 7-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 | $67,180 | $105,181-36.1% | $159,436-57.9% | $85,850-21.7% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.8%+2.2pp | 69.3%+15.7pp |
| Annual return | 13.72% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,981 | $3,318+20.0% | $4,829-17.6% | $2,565+55.2% |
| Participant deferral / active EE | $8,254 | $5,945+38.8% | $7,352+12.3% | $3,952+108.9% |
| Admin fee / account holder | $5,071 | $6,933-26.9% | $10,799-53.0% | $6,260-19.0% |