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 5-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 | $50,263 | $127,065-60.4% | $113,168-55.6% | $142,382-64.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.65% | 24.03%-4.4pp | 24.27%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,547 | $3,442+90.2% | $2,975+120.1% | $4,299+52.3% |
| Participant deferral / active EE | $17,195 | $5,716+200.8% | $5,107+236.7% | $6,507+164.3% |
| Admin fee / account holder | $17,408 | $15,736+10.6% | $12,068+44.3% | $12,624+37.9% |