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 | $43,214 | $114,381-62.2% | $107,525-59.8% | $142,382-69.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 22.96% | 242.71%-219.7pp | 181.32%-158.4pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,459 | $4,015-13.8% | $3,754-7.9% | $4,299-19.5% |
| Participant deferral / active EE | $4,102 | $5,564-26.3% | $5,116-19.8% | $6,507-37.0% |
| Admin fee / account holder | $1,681 | $9,860-83.0% | $8,919-81.2% | $12,624-86.7% |