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 | $27,012 | $77,419-65.1% | $69,455-61.1% | $152,861-82.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 74.6%+17.7pp | 82.4%+9.9pp |
| Annual return | 33.84% | 39.06%-5.2pp | 28.97%+4.9pp | 345.32%-311.5pp |
| Employer contribution / active EE | $6,196 | $3,315+86.9% | $2,779+123.0% | $4,762+30.1% |
| Participant deferral / active EE | $7,877 | $4,414+78.5% | $3,535+122.8% | $5,850+34.6% |
| Admin fee / account holder | $2,992 | $6,207-51.8% | $3,839-22.1% | $11,596-74.2% |