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 | $62,625 | $210,648-70.3% | $177,989-64.8% | $145,922-57.1% |
| Participation rate | 78.3% | 80.8%-2.5pp | 77.1%+1.2pp | 80.3%-2.0pp |
| Annual return | 15.39% | 385.86%-370.5pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,377 | $4,565-47.9% | $3,949-39.8% | $4,660-49.0% |
| Participant deferral / active EE | $3,552 | $6,958-48.9% | $6,276-43.4% | $6,688-46.9% |
| Admin fee / account holder | $1,374 | $12,013-88.6% | $10,363-86.7% | $13,397-89.7% |