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 | $49,068 | $77,314-36.5% | $177,989-72.4% | $80,856-39.3% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+20.1pp | 67.6%+29.5pp |
| Annual return | 11.57% | 18.09%-6.5pp | 294.48%-282.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,699 | $2,292+105.0% | $3,949+19.0% | $2,755+70.6% |
| Participant deferral / active EE | $10,576 | $4,411+139.8% | $6,276+68.5% | $4,296+146.2% |
| Admin fee / account holder | $1,427 | $7,191-80.2% | $10,363-86.2% | $6,918-79.4% |