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 8-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 | $27,817 | $176,056-84.2% | $159,436-82.6% | $167,490-83.4% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 18.59% | 331.75%-313.2pp | 263.57%-245.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $6,735 | $5,297+27.2% | $4,829+39.5% | $4,837+39.2% |
| Participant deferral / active EE | $19,242 | $7,750+148.3% | $7,352+161.7% | $6,341+203.4% |
| Admin fee / account holder | $5,922 | $12,554-52.8% | $10,799-45.2% | $12,309-51.9% |