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 | $79,278 | $91,538-13.4% | $129,995-39.0% | $75,163+5.5% |
| Participation rate | 78.3% | 71.4%+6.8pp | 78.5%-0.2pp | 67.2%+11.1pp |
| Annual return | 21.61% | -631.11%+652.7pp | -137.18%+158.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $3,369 | $2,845+18.4% | $4,320-22.0% | $2,670+26.2% |
| Participant deferral / active EE | $5,976 | $4,341+37.7% | $5,820+2.7% | $4,125+44.9% |
| Admin fee / account holder | $1,599 | $6,790-76.5% | $10,614-84.9% | $5,651-71.7% |