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 5-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 | $25,472 | $99,877-74.5% | $84,966-70.0% | $145,922-82.5% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 20.79% | 83.76%-63.0pp | 66.38%-45.6pp | 561.29%-540.5pp |
| Employer contribution / active EE | $3,761 | $3,231+16.4% | $2,727+37.9% | $4,660-19.3% |
| Participant deferral / active EE | $6,424 | $5,291+21.4% | $4,519+42.2% | $6,688-3.9% |
| Admin fee / account holder | $7,995 | $7,248+10.3% | $6,149+30.0% | $13,397-40.3% |