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 4-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 | $9,721 | $100,773-90.4% | $88,946-89.1% | $142,382-93.2% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 17.28% | 70.18%-52.9pp | 57.82%-40.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $917 | $2,918-68.6% | $2,555-64.1% | $4,299-78.7% |
| Participant deferral / active EE | $917 | $5,230-82.5% | $4,581-80.0% | $6,507-85.9% |
| Admin fee / account holder | $346 | $9,693-96.4% | $8,261-95.8% | $12,624-97.3% |