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 | $90,152 | $83,477+8.0% | $125,175-28.0% | $72,985+23.5% |
| Participation rate | 79.4% | 73.3%+6.1pp | 79.8%-0.4pp | 69.5%+9.9pp |
| Annual return | 5718.67% | 25.78%+5692.9pp | 43.79%+5674.9pp | 81.00%+5637.7pp |
| Employer contribution / active EE | $2,688 | $2,345+14.6% | $3,865-30.5% | $2,440+10.2% |
| Participant deferral / active EE | $8,411 | $3,585+134.6% | $4,937+70.4% | $3,607+133.2% |
| Admin fee / account holder | $1,652 | $5,517-70.1% | $9,702-83.0% | $5,124-67.8% |