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 | $97,248 | $91,190+6.6% | $178,490-45.5% | $79,858+21.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 38.25% | 24.19%+14.1pp | 151.07%-112.8pp | 31.71%+6.5pp |
| Employer contribution / active EE | $43,999 | $3,256+1251.4% | $5,011+778.1% | $2,471+1680.8% |
| Participant deferral / active EE | $14,395 | $3,236+344.8% | $5,202+176.8% | $3,740+284.9% |
| Admin fee / account holder | $1,594 | $6,751-76.4% | $13,984-88.6% | $5,306-70.0% |