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 4-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 | $78,120 | $106,584-26.7% | $101,326-22.9% | $142,382-45.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.86% | 36.93%-14.1pp | 36.82%-14.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $5,738 | $3,956+45.0% | $3,665+56.6% | $4,299+33.5% |
| Participant deferral / active EE | $11,893 | $8,297+43.3% | $7,994+48.8% | $6,507+82.8% |
| Admin fee / account holder | $1,594 | $11,446-86.1% | $11,185-85.7% | $12,624-87.4% |