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 | $44,201 | $76,367-42.1% | $93,606-52.8% | $72,985-39.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 29.11% | 25.82%+3.3pp | 32.76%-3.6pp | 81.00%-51.9pp |
| Employer contribution / active EE | $6,229 | $2,275+173.8% | $2,718+129.2% | $2,440+155.3% |
| Participant deferral / active EE | $13,041 | $3,538+268.6% | $4,069+220.5% | $3,607+261.5% |
| Admin fee / account holder | $1,825 | $6,838-73.3% | $7,888-76.9% | $5,124-64.4% |