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 9-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 | $49,416 | $114,381-56.8% | $107,525-54.0% | $142,382-65.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.76% | 242.71%-221.9pp | 181.32%-160.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,755 | $4,015-6.5% | $3,7540% | $4,299-12.7% |
| Participant deferral / active EE | $6,898 | $5,564+24.0% | $5,116+34.8% | $6,507+6.0% |
| Admin fee / account holder | $626 | $9,860-93.6% | $8,919-93.0% | $12,624-95.0% |