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 10-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 | $73,818 | $58,208+26.8% | $81,812-9.8% | $80,856-8.7% |
| Participation rate | 81.5% | 63.4%+18.1pp | 72.3%+9.1pp | 67.6%+13.8pp |
| Annual return | 11.98% | 41.66%-29.7pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,508 | $2,340+49.9% | $2,912+20.5% | $2,755+27.3% |
| Participant deferral / active EE | $6,760 | $3,281+106.0% | $4,319+56.5% | $4,296+57.4% |
| Admin fee / account holder | $4,828 | $4,981-3.1% | $7,386-34.6% | $6,918-30.2% |