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 | $30,083 | $157,256-80.9% | $141,162-78.7% | $152,861-80.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 21.06% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,367 | $5,261-36.0% | $4,735-28.9% | $4,762-29.3% |
| Participant deferral / active EE | $3,229 | $7,109-54.6% | $6,709-51.9% | $5,850-44.8% |
| Admin fee / account holder | $2,356 | $12,120-80.6% | $10,261-77.0% | $11,596-79.7% |