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 4-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 | $29,385 | $117,983-75.1% | $101,794-71.1% | $142,382-79.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.90% | 36.92%-15.0pp | 30.53%-8.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,459 | $2,773+24.8% | $2,289+51.1% | $4,299-19.5% |
| Participant deferral / active EE | $7,684 | $4,714+63.0% | $4,084+88.1% | $6,507+18.1% |
| Admin fee / account holder | $4,957 | $10,433-52.5% | $8,777-43.5% | $12,624-60.7% |