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 | $30,288 | $165,335-81.7% | $149,696-79.8% | $158,922-80.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 277.93% | 348.15%-70.2pp | 276.60%+1.3pp | 302.83%-24.9pp |
| Employer contribution / active EE | $1,718 | $5,103-66.3% | $4,644-63.0% | $4,761-63.9% |
| Participant deferral / active EE | $4,283 | $7,181-40.4% | $6,842-37.4% | $5,982-28.4% |
| Admin fee / account holder | $406 | $10,807-96.2% | $9,309-95.6% | $11,246-96.4% |