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 | $129,290 | $107,452+20.3% | $91,541+41.2% | $142,382-9.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.45% | 22.06%-7.6pp | 20.50%-6.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,065 | $2,994+35.8% | $2,505+62.3% | $4,299-5.4% |
| Participant deferral / active EE | $10,977 | $4,754+130.9% | $4,008+173.9% | $6,507+68.7% |
| Admin fee / account holder | $1,042 | $8,834-88.2% | $6,956-85.0% | $12,624-91.7% |