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 9-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 | $28,046 | $55,415-49.4% | $155,509-82.0% | $74,495-62.4% |
| Participation rate | 71.9% | 61.9%+10.0pp | 78.2%-6.3pp | 67.2%+4.7pp |
| Annual return | 34.03% | 268.50%-234.5pp | 64.67%-30.6pp | 1364.94%-1330.9pp |
| Employer contribution / active EE | $1,683 | $2,267-25.8% | $4,672-64.0% | $2,623-35.8% |
| Participant deferral / active EE | $3,622 | $2,836+27.7% | $5,626-35.6% | $4,346-16.6% |
| Admin fee / account holder | $1,931 | $1,738+11.1% | $15,912-87.9% | $1,942-0.6% |