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 | $66,158 | $138,347-52.2% | $184,203-64.1% | $80,856-18.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.86% | 20.02%-0.2pp | 28.81%-9.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $12,366 | $4,850+154.9% | $6,427+92.4% | $2,755+348.9% |
| Participant deferral / active EE | $12,444 | $7,071+76.0% | $9,131+36.3% | $4,296+189.7% |
| Admin fee / account holder | $8,978 | $10,483-14.4% | $13,901-35.4% | $6,918+29.8% |