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 5-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 | $98,372 | $148,534-33.8% | $135,903-27.6% | $139,434-29.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.62% | 79.19%-65.6pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $19,362 | $5,243+269.3% | $4,856+298.7% | $4,751+307.6% |
| Participant deferral / active EE | $2,574 | $8,100-68.2% | $7,758-66.8% | $6,710-61.6% |
| Admin fee / account holder | $965 | $12,400-92.2% | $10,762-91.0% | $11,403-91.5% |