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 | $60,427 | $176,377-65.7% | $134,143-55.0% | $158,922-62.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.56% | 63.63%-49.1pp | 36.33%-21.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $5,325 | $5,040+5.6% | $3,704+43.8% | $4,761+11.8% |
| Participant deferral / active EE | $4,599 | $4,091+12.4% | $3,499+31.4% | $5,982-23.1% |
| Admin fee / account holder | $3,916 | $8,718-55.1% | $6,684-41.4% | $11,246-65.2% |