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 4-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 | $59,067 | $189,613-68.8% | $167,512-64.7% | $142,382-58.5% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 23.09% | 2024.68%-2001.6pp | 1615.79%-1592.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,642 | $4,349-62.2% | $3,882-57.7% | $4,299-61.8% |
| Participant deferral / active EE | $15,311 | $6,981+119.3% | $6,405+139.1% | $6,507+135.3% |
| Admin fee / account holder | $1,344 | $10,528-87.2% | $9,769-86.2% | $12,624-89.4% |