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 | $99,647 | $172,478-42.2% | $145,661-31.6% | $142,382-30.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.83% | 151.09%-132.3pp | 101.46%-82.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $10,343 | $4,899+111.1% | $4,238+144.1% | $4,299+140.6% |
| Participant deferral / active EE | $20,080 | $8,348+140.5% | $7,198+178.9% | $6,507+208.6% |
| Admin fee / account holder | $3,597 | $16,864-78.7% | $12,466-71.1% | $12,624-71.5% |