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 | $73,921 | $89,355-17.3% | $141,162-47.6% | $72,985+1.3% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 35.26% | 111.85%-76.6pp | 71.39%-36.1pp | 81.00%-45.7pp |
| Employer contribution / active EE | $5,613 | $3,114+80.2% | $4,735+18.5% | $2,440+130.0% |
| Participant deferral / active EE | $13,013 | $5,418+140.2% | $6,709+94.0% | $3,607+260.7% |
| Admin fee / account holder | $12,867 | $5,958+116.0% | $10,261+25.4% | $5,124+151.1% |