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 | $42,780 | $845,484-94.9% | $177,989-76.0% | - |
| Participation rate | 100.0% | 64.0%+36.0pp | 77.1%+22.9pp | - |
| Annual return | 17.70% | 8.37%+9.3pp | 294.48%-276.8pp | - |
| Employer contribution / active EE | $10,490 | $2,463+325.8% | $3,949+165.7% | - |
| Participant deferral / active EE | $4,580 | $5,196-11.9% | $6,276-27.0% | - |
| Admin fee / account holder | $2,771 | $34,598-92.0% | $10,363-73.3% | - |