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 | $70,694 | $159,901-55.8% | $146,958-51.9% | $145,922-51.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.56% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,342 | $5,286-36.8% | $4,933-32.2% | $4,660-28.3% |
| Participant deferral / active EE | $8,950 | $8,428+6.2% | $8,070+10.9% | $6,688+33.8% |
| Admin fee / account holder | $1,391 | $15,044-90.8% | $12,998-89.3% | $13,397-89.6% |