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 | $61,901 | $159,602-61.2% | $150,045-58.7% | $142,382-56.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 26.08% | 70.24%-44.2pp | 62.55%-36.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $6,844 | $4,961+38.0% | $4,693+45.8% | $4,299+59.2% |
| Participant deferral / active EE | $9,896 | $8,310+19.1% | $7,997+23.7% | $6,507+52.1% |
| Admin fee / account holder | $2,838 | $14,846-80.9% | $13,435-78.9% | $12,624-77.5% |