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 | $72,856 | $179,726-59.5% | $156,263-53.4% | $142,382-48.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.92% | 77.86%-66.9pp | 59.47%-48.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,424 | $5,069-12.7% | $4,333+2.1% | $4,299+2.9% |
| Participant deferral / active EE | $2,214 | $6,956-68.2% | $6,158-64.0% | $6,507-66.0% |
| Admin fee / account holder | $5,519 | $17,272-68.0% | $14,255-61.3% | $12,624-56.3% |