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 | $54,297 | $105,181-48.4% | $159,436-65.9% | $85,850-36.8% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.8%+13.1pp | 69.3%+26.6pp |
| Annual return | 18.52% | 45.07%-26.6pp | 263.57%-245.1pp | 318.53%-300.0pp |
| Employer contribution / active EE | $4,448 | $3,318+34.1% | $4,829-7.9% | $2,565+73.4% |
| Participant deferral / active EE | $6,083 | $5,945+2.3% | $7,352-17.3% | $3,952+53.9% |
| Admin fee / account holder | $3,194 | $6,933-53.9% | $10,799-70.4% | $6,260-49.0% |