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 9-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 | $46,774 | $108,172-56.8% | $77,482-39.6% | $158,922-70.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.58% | 31.67%-22.1pp | 54.79%-45.2pp | 302.83%-293.2pp |
| Employer contribution / active EE | $6,965 | $1,325+425.7% | $986+606.0% | $4,761+46.3% |
| Participant deferral / active EE | $5,089 | $2,456+107.2% | $1,861+173.4% | $5,982-14.9% |
| Admin fee / account holder | $794 | $3,708-78.6% | $2,858-72.2% | $11,246-92.9% |