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 10-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 | $63,057 | $105,181-40.0% | $159,436-60.5% | $85,850-26.5% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.8%-6.4pp | 69.3%+7.2pp |
| Annual return | 15.54% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $3,518 | $3,318+6.0% | $4,829-27.2% | $2,565+37.1% |
| Participant deferral / active EE | $8,975 | $5,945+51.0% | $7,352+22.1% | $3,952+127.1% |
| Admin fee / account holder | $384 | $6,933-94.5% | $10,799-96.4% | $6,260-93.9% |