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 8-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 | $28,670 | $115,882-75.3% | $100,516-71.5% | $158,922-82.0% |
| Participation rate | 86.4% | 81.6%+4.8pp | 79.4%+7.0pp | 82.0%+4.4pp |
| Annual return | 22.98% | 34.79%-11.8pp | 30.89%-7.9pp | 302.83%-279.8pp |
| Employer contribution / active EE | $4,178 | $4,103+1.8% | $3,418+22.3% | $4,761-12.2% |
| Participant deferral / active EE | $9,990 | $6,674+49.7% | $6,270+59.3% | $5,982+67.0% |
| Admin fee / account holder | $4,057 | $10,995-63.1% | $8,081-49.8% | $11,246-63.9% |