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 9-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 | $97,760 | $118,450-17.5% | $98,439-0.7% | $139,434-29.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.99% | 18.94%+1.0pp | 21.16%-1.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $12,366 | $3,609+242.6% | $3,048+305.7% | $4,751+160.3% |
| Participant deferral / active EE | $8,763 | $5,392+62.5% | $4,738+85.0% | $6,710+30.6% |
| Admin fee / account holder | $5,944 | $14,026-57.6% | $8,948-33.6% | $11,403-47.9% |