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 9-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 | $41,094 | $165,335-75.1% | $149,696-72.5% | $158,922-74.1% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 22.00% | 348.15%-326.1pp | 276.60%-254.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,739 | $5,103-65.9% | $4,644-62.6% | $4,761-63.5% |
| Participant deferral / active EE | $3,145 | $7,181-56.2% | $6,842-54.0% | $5,982-47.4% |
| Admin fee / account holder | $2,656 | $10,807-75.4% | $9,309-71.5% | $11,246-76.4% |