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 | $82,795 | $85,202-2.8% | $172,739-52.1% | $72,985+13.4% |
| Participation rate | 80.7% | 70.1%+10.6pp | 82.6%-1.9pp | 69.5%+11.2pp |
| Annual return | 26.34% | 27.32%-1.0pp | 802.84%-776.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,226 | $3,324-33.0% | $5,143-56.7% | $2,440-8.8% |
| Participant deferral / active EE | $4,349 | $3,260+33.4% | $5,198-16.3% | $3,607+20.6% |
| Admin fee / account holder | $345 | $5,884-94.1% | $13,954-97.5% | $5,124-93.3% |