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 | $120,412 | $185,822-35.2% | $169,993-29.2% | $139,434-13.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.76% | 60.50%-33.7pp | 53.37%-26.6pp | 372.94%-346.2pp |
| Employer contribution / active EE | $6,268 | $7,590-17.4% | $6,785-7.6% | $4,751+31.9% |
| Participant deferral / active EE | $13,489 | $11,622+16.1% | $10,408+29.6% | $6,710+101.0% |
| Admin fee / account holder | $1,143 | $15,381-92.6% | $12,815-91.1% | $11,403-90.0% |