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 | $12,936 | $60,022-78.4% | $88,946-85.5% | $84,808-84.7% |
| Participation rate | 91.2% | 57.8%+33.4pp | 68.8%+22.4pp | 68.3%+22.9pp |
| Annual return | 16.59% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,496 | $1,703-12.1% | $2,555-41.4% | $2,631-43.1% |
| Participant deferral / active EE | $1,820 | $3,114-41.6% | $4,581-60.3% | $4,212-56.8% |
| Admin fee / account holder | $2,260 | $4,811-53.0% | $8,261-72.6% | $7,344-69.2% |