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 | $45,298 | $159,602-71.6% | $150,045-69.8% | $142,382-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.86% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $5,883 | $4,961+18.6% | $4,693+25.3% | $4,299+36.8% |
| Participant deferral / active EE | $9,649 | $8,310+16.1% | $7,997+20.7% | $6,507+48.3% |
| Admin fee / account holder | $15,118 | $14,846+1.8% | $13,435+12.5% | $12,624+19.8% |