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 | $35,027 | $73,933-52.6% | $96,683-63.8% | $75,163-53.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 32.57% | 26.70%+5.9pp | 35.69%-3.1pp | 160.62%-128.0pp |
| Employer contribution / active EE | $6,316 | $2,928+115.7% | $3,737+69.0% | $2,670+136.6% |
| Participant deferral / active EE | $3,565 | $3,659-2.6% | $4,878-26.9% | $4,125-13.6% |
| Admin fee / account holder | $639 | $5,216-87.8% | $6,730-90.5% | $5,651-88.7% |