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 | $96,823 | $185,822-47.9% | $169,993-43.0% | $139,434-30.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.71% | 60.50%-46.8pp | 53.37%-39.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,960 | $7,590-47.8% | $6,785-41.6% | $4,751-16.7% |
| Participant deferral / active EE | $16,710 | $11,622+43.8% | $10,408+60.6% | $6,710+149.0% |
| Admin fee / account holder | $7,450 | $15,381-51.6% | $12,815-41.9% | $11,403-34.7% |