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 | $31,261 | $78,672-60.3% | $109,143-71.4% | $85,850-63.6% |
| Participation rate | 73.6% | 68.3%+5.3pp | 75.9%-2.3pp | 69.3%+4.3pp |
| Annual return | 32.48% | 25.09%+7.4pp | 25.75%+6.7pp | 318.53%-286.1pp |
| Employer contribution / active EE | $2,547 | $2,735-6.9% | $3,722-31.6% | $2,565-0.7% |
| Participant deferral / active EE | $4,325 | $3,467+24.7% | $4,653-7.0% | $3,952+9.5% |
| Admin fee / account holder | $3,284 | $5,469-40.0% | $6,752-51.4% | $6,260-47.5% |