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 | $49,221 | $117,983-58.3% | $101,794-51.6% | $142,382-65.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 18.34% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $969 | $2,773-65.0% | $2,289-57.7% | $4,299-77.5% |
| Participant deferral / active EE | $3,804 | $4,714-19.3% | $4,084-6.9% | $6,507-41.5% |
| Admin fee / account holder | $1,361 | $10,433-87.0% | $8,777-84.5% | $12,624-89.2% |