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 6-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 | $52,737 | $70,428-25.1% | $96,562-45.4% | $85,850-38.6% |
| Participation rate | 84.2% | 61.8%+22.4pp | 69.8%+14.4pp | 69.3%+14.9pp |
| Annual return | 73.15% | 18.59%+54.6pp | 37.78%+35.4pp | 318.53%-245.4pp |
| Employer contribution / active EE | $432 | $1,413-69.4% | $2,356-81.7% | $2,565-83.2% |
| Participant deferral / active EE | $2,250 | $2,894-22.3% | $3,849-41.5% | $3,952-43.1% |
| Admin fee / account holder | $5,188 | $4,997+3.8% | $6,181-16.1% | $6,260-17.1% |