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 8-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 | $33,643 | $150,187-77.6% | $120,354-72.0% | $145,922-76.9% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.8pp |
| Annual return | 8.96% | 154.07%-145.1pp | 107.15%-98.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,287 | $4,348-47.4% | $3,463-33.9% | $4,660-50.9% |
| Participant deferral / active EE | $5,207 | $6,173-15.6% | $4,991+4.3% | $6,688-22.1% |
| Admin fee / account holder | $1,259 | $12,207-89.7% | $9,423-86.6% | $13,397-90.6% |