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 | $29,177 | $158,398-81.6% | $126,539-76.9% | $142,382-79.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 15.01% | 593.76%-578.8pp | 425.95%-410.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,968 | $4,650-57.7% | $3,674-46.4% | $4,299-54.2% |
| Participant deferral / active EE | $3,151 | $4,767-33.9% | $4,083-22.8% | $6,507-51.6% |
| Admin fee / account holder | $21,538 | $6,918+211.3% | $6,065+255.1% | $12,624+70.6% |