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 9-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 | $77,206 | $111,724-30.9% | $93,606-17.5% | $145,922-47.1% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 11.23% | 202.98%-191.8pp | 133.20%-122.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,155 | $3,090-30.3% | $2,420-10.9% | $4,660-53.8% |
| Participant deferral / active EE | $6,634 | $4,912+35.1% | $4,411+50.4% | $6,688-0.8% |
| Admin fee / account holder | $539 | $10,250-94.7% | $8,285-93.5% | $13,397-96.0% |