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 | $61,966 | $89,355-30.7% | $141,162-56.1% | $72,985-15.1% |
| Participation rate | 84.7% | 75.1%+9.6pp | 82.5%+2.3pp | 69.5%+15.3pp |
| Annual return | 25.70% | 111.85%-86.1pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $5,608 | $3,114+80.1% | $4,735+18.4% | $2,440+129.8% |
| Participant deferral / active EE | $6,568 | $5,418+21.2% | $6,709-2.1% | $3,607+82.1% |
| Admin fee / account holder | $710 | $5,958-88.1% | $10,261-93.1% | $5,124-86.1% |