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 7-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 | $9,767 | $109,982-91.1% | $97,226-90.0% | $145,922-93.3% |
| Participation rate | 86.7% | 75.9%+10.7pp | 72.7%+14.0pp | 80.3%+6.4pp |
| Annual return | 11.60% | 242.90%-231.3pp | 75.13%-63.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,591 | $3,084-16.0% | $2,729-5.0% | $4,660-44.4% |
| Participant deferral / active EE | $1,469 | $4,676-68.6% | $4,264-65.5% | $6,688-78.0% |
| Admin fee / account holder | $301 | $6,221-95.2% | $5,654-94.7% | $13,397-97.8% |