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 5-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 | $51,153 | $159,602-67.9% | $150,045-65.9% | $142,382-64.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.41% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,893 | $4,961+18.8% | $4,693+25.6% | $4,299+37.1% |
| Participant deferral / active EE | $7,303 | $8,310-12.1% | $7,997-8.7% | $6,507+12.2% |
| Admin fee / account holder | $350 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |