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 | $38,234 | $185,822-79.4% | $169,993-77.5% | $139,434-72.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.83% | 60.50%-26.7pp | 53.37%-19.5pp | 372.94%-339.1pp |
| Employer contribution / active EE | $6,339 | $7,590-16.5% | $6,785-6.6% | $4,751+33.4% |
| Participant deferral / active EE | $9,612 | $11,622-17.3% | $10,408-7.6% | $6,710+43.2% |
| Admin fee / account holder | $2,785 | $15,381-81.9% | $12,815-78.3% | $11,403-75.6% |