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 5-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 | $38,259 | $81,460-53.0% | $103,333-63.0% | $80,856-52.7% |
| Participation rate | 77.4% | 66.8%+10.6pp | 74.5%+2.9pp | 67.6%+9.8pp |
| Annual return | 66.11% | 25.55%+40.6pp | 24.88%+41.2pp | 35.59%+30.5pp |
| Employer contribution / active EE | $4,503 | $3,105+45.0% | $3,868+16.4% | $2,755+63.5% |
| Participant deferral / active EE | $10,464 | $3,869+170.5% | $5,057+106.9% | $4,296+143.6% |
| Admin fee / account holder | $5,815 | $6,566-11.4% | $8,355-30.4% | $6,918-15.9% |