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 8-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 | $114,927 | $238,490-51.8% | $180,183-36.2% | $142,382-19.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.39% | 33.56%-17.2pp | 27.86%-11.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $9,220 | $6,143+50.1% | $5,039+83.0% | $4,299+114.5% |
| Participant deferral / active EE | $5,549 | $7,996-30.6% | $6,822-18.7% | $6,507-14.7% |
| Admin fee / account holder | $8,659 | $28,866-70.0% | $19,975-56.7% | $12,624-31.4% |