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 | $25,164 | $117,983-78.7% | $101,794-75.3% | $142,382-82.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.21% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,634 | $2,773-5.0% | $2,289+15.1% | $4,299-38.7% |
| Participant deferral / active EE | $6,913 | $4,714+46.7% | $4,084+69.3% | $6,507+6.2% |
| Admin fee / account holder | $2,210 | $10,433-78.8% | $8,777-74.8% | $12,624-82.5% |