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 | $72,970 | $53,127+37.3% | $86,590-15.7% | $70,131+4.0% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 13.37% | 27.66%-14.3pp | 964.84%-951.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $432 | $2,068-79.1% | $2,839-84.8% | $2,342-81.6% |
| Participant deferral / active EE | $1,235 | $2,696-54.2% | $3,609-65.8% | $3,332-62.9% |
| Admin fee / account holder | $2,539 | $3,585-29.2% | $4,906-48.2% | $4,645-45.3% |