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 | $83,534 | $104,974-20.4% | $95,585-12.6% | $142,382-41.3% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.1%+22.9pp | 80.1%+14.9pp |
| Annual return | 16.16% | 210.33%-194.2pp | 38.56%-22.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,421 | $2,779+59.1% | $2,527+75.0% | $4,299+2.8% |
| Participant deferral / active EE | $8,789 | $4,352+101.9% | $4,023+118.5% | $6,507+35.1% |
| Admin fee / account holder | $3,430 | $6,386-46.3% | $6,127-44.0% | $12,624-72.8% |