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 7-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 | $81,083 | $185,822-56.4% | $169,993-52.3% | $139,434-41.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.95% | 60.50%-45.6pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,909 | $7,590-74.8% | $6,785-71.9% | $4,751-59.8% |
| Participant deferral / active EE | $5,011 | $11,622-56.9% | $10,408-51.9% | $6,710-25.3% |
| Admin fee / account holder | $326 | $15,381-97.9% | $12,815-97.5% | $11,403-97.1% |