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 | $77,184 | $177,572-56.5% | $154,803-50.1% | $142,382-45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.15% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,772 | $4,810-42.4% | $4,305-35.6% | $4,299-35.5% |
| Participant deferral / active EE | $5,913 | $6,272-5.7% | $5,540+6.7% | $6,507-9.1% |
| Admin fee / account holder | $2,185 | $16,786-87.0% | $14,329-84.7% | $12,624-82.7% |