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 3-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 | $35,009 | $89,753-61.0% | $107,525-67.4% | $84,808-58.7% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 29.25% | 29.48%-0.2pp | 181.32%-152.1pp | 40.90%-11.6pp |
| Employer contribution / active EE | $5,593 | $3,113+79.6% | $3,754+49.0% | $2,631+112.6% |
| Participant deferral / active EE | $9,838 | $4,056+142.5% | $5,116+92.3% | $4,212+133.6% |
| Admin fee / account holder | $2,743 | $7,222-62.0% | $8,919-69.2% | $7,344-62.6% |