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 5-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 | $65,528 | $110,261-40.6% | $95,745-31.6% | $139,434-53.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.67% | 27.11%-2.4pp | 28.35%-3.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $8,069 | $3,257+147.7% | $2,835+184.7% | $4,751+69.9% |
| Participant deferral / active EE | $14,266 | $4,676+205.1% | $4,245+236.1% | $6,710+112.6% |
| Admin fee / account holder | $18,396 | $6,613+178.2% | $5,678+224.0% | $11,403+61.3% |