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 | $43,310 | $93,571-53.7% | $135,903-68.1% | $75,163-42.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 40.40% | 30.90%+9.5pp | 68.23%-27.8pp | 160.62%-120.2pp |
| Employer contribution / active EE | $2,173 | $3,537-38.6% | $4,856-55.3% | $2,670-18.6% |
| Participant deferral / active EE | $3,454 | $6,404-46.1% | $7,758-55.5% | $4,125-16.3% |
| Admin fee / account holder | $2,874 | $6,975-58.8% | $10,762-73.3% | $5,651-49.1% |