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 | $79,347 | $109,881-27.8% | $150,045-47.1% | $84,808-6.4% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 29.79% | 28.25%+1.5pp | 62.55%-32.8pp | 40.90%-11.1pp |
| Employer contribution / active EE | $5,753 | $3,561+61.5% | $4,693+22.6% | $2,631+118.7% |
| Participant deferral / active EE | $19,486 | $6,636+193.7% | $7,997+143.7% | $4,212+362.7% |
| Admin fee / account holder | $18,269 | $8,568+113.2% | $13,435+36.0% | $7,344+148.8% |