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 | $7,408 | $94,338-92.1% | $100,534-92.6% | $142,382-94.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 37.43% | 29.20%+8.2pp | 32.66%+4.8pp | 217.08%-179.6pp |
| Employer contribution / active EE | $2,918 | $4,237-31.1% | $4,346-32.9% | $4,299-32.1% |
| Participant deferral / active EE | $3,663 | $5,934-38.3% | $6,144-40.4% | $6,507-43.7% |
| Admin fee / account holder | $923 | $8,421-89.0% | $7,654-87.9% | $12,624-92.7% |