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 | $31,155 | $124,319-74.9% | $111,297-72.0% | $167,490-81.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.94% | 37.44%-24.5pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,728 | $3,435-20.6% | $2,731-0.1% | $4,837-43.6% |
| Participant deferral / active EE | $4,157 | $5,180-19.7% | $4,487-7.4% | $6,341-34.4% |
| Admin fee / account holder | $2,608 | $10,618-75.4% | $7,964-67.2% | $12,309-78.8% |