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 | $38,353 | $77,899-50.8% | $149,673-74.4% | $75,163-49.0% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.9pp |
| Annual return | 20.00% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,699 | $3,137-14.0% | $4,818-44.0% | $2,670+1.1% |
| Participant deferral / active EE | $4,861 | $3,411+42.5% | $5,680-14.4% | $4,125+17.8% |
| Admin fee / account holder | $1,241 | $5,956-79.2% | $13,210-90.6% | $5,651-78.0% |