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 10-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 | $65,787 | $162,781-59.6% | $133,956-50.9% | $158,922-58.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.54% | 41.94%-29.4pp | 45.09%-32.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $8,533 | $4,975+71.5% | $3,919+117.7% | $4,761+79.2% |
| Participant deferral / active EE | $4,333 | $5,911-26.7% | $5,048-14.2% | $5,982-27.6% |
| Admin fee / account holder | $745 | $11,736-93.7% | $8,927-91.7% | $11,246-93.4% |