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 | $76,945 | $100,773-23.6% | $88,946-13.5% | $142,382-46.0% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 14.05% | 70.18%-56.1pp | 57.82%-43.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $475 | $2,918-83.7% | $2,555-81.4% | $4,299-88.9% |
| Participant deferral / active EE | $1,499 | $5,230-71.3% | $4,581-67.3% | $6,507-77.0% |
| Admin fee / account holder | $702 | $9,693-92.8% | $8,261-91.5% | $12,624-94.4% |