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 | $56,985 | $175,202-67.5% | $149,673-61.9% | $139,434-59.1% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 16.16% | 166.71%-150.5pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,558 | $5,474-53.3% | $4,818-46.9% | $4,751-46.2% |
| Participant deferral / active EE | $6,550 | $6,519+0.5% | $5,680+15.3% | $6,710-2.4% |
| Admin fee / account holder | $1,884 | $16,150-88.3% | $13,210-85.7% | $11,403-83.5% |