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 | $20,056 | $73,933-72.9% | $96,683-79.3% | $75,163-73.3% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.5pp |
| Annual return | 54.88% | 26.70%+28.2pp | 35.69%+19.2pp | 160.62%-105.7pp |
| Employer contribution / active EE | $1,988 | $2,928-32.1% | $3,737-46.8% | $2,670-25.5% |
| Participant deferral / active EE | $5,080 | $3,659+38.8% | $4,878+4.1% | $4,125+23.1% |
| Admin fee / account holder | $1,483 | $5,216-71.6% | $6,730-78.0% | $5,651-73.8% |