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 7-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 | $25,092 | $148,534-83.1% | $135,903-81.5% | $139,434-82.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 22.26% | 79.19%-56.9pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,942 | $5,243-63.0% | $4,856-60.0% | $4,751-59.1% |
| Participant deferral / active EE | $3,885 | $8,100-52.0% | $7,758-49.9% | $6,710-42.1% |
| Admin fee / account holder | $1,094 | $12,400-91.2% | $10,762-89.8% | $11,403-90.4% |