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 4-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 | $13,681 | $74,888-81.7% | $71,209-80.8% | $142,382-90.4% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 26.52% | 345.14%-318.6pp | 282.51%-256.0pp | 217.08%-190.6pp |
| Employer contribution / active EE | $4,734 | $2,854+65.8% | $2,721+74.0% | $4,299+10.1% |
| Participant deferral / active EE | $6,035 | $4,454+35.5% | $4,175+44.5% | $6,507-7.3% |
| Admin fee / account holder | $774 | $5,568-86.1% | $5,349-85.5% | $12,624-93.9% |