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 9-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 | $60,011 | $167,484-64.2% | $151,611-60.4% | $134,475-55.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 34.05% | 7.80%+26.3pp | 3.33%+30.7pp | 417.96%-383.9pp |
| Employer contribution / active EE | $1,520 | $6,829-77.7% | $6,166-75.3% | $4,740-67.9% |
| Participant deferral / active EE | $12,147 | $8,986+35.2% | $8,363+45.2% | $6,400+89.8% |
| Admin fee / account holder | $5,778 | $13,783-58.1% | $11,616-50.3% | $11,426-49.4% |