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 | $8,542 | $110,261-92.3% | $95,745-91.1% | $139,434-93.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.60% | 27.11%+2.5pp | 28.35%+1.2pp | 372.94%-343.3pp |
| Employer contribution / active EE | $2,396 | $3,257-26.5% | $2,835-15.5% | $4,751-49.6% |
| Participant deferral / active EE | $4,057 | $4,676-13.2% | $4,245-4.4% | $6,710-39.5% |
| Admin fee / account holder | $395 | $6,613-94.0% | $5,678-93.0% | $11,403-96.5% |