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 | $70,084 | $177,572-60.5% | $154,803-54.7% | $142,382-50.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.10% | 65.07%-37.0pp | 58.88%-30.8pp | 217.08%-189.0pp |
| Employer contribution / active EE | $19,704 | $4,810+309.6% | $4,305+357.6% | $4,299+358.3% |
| Participant deferral / active EE | $10,713 | $6,272+70.8% | $5,540+93.4% | $6,507+64.6% |
| Admin fee / account holder | $2,881 | $16,786-82.8% | $14,329-79.9% | $12,624-77.2% |