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 3-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 | $6,134 | $85,022-92.8% | $70,515-91.3% | $139,434-95.6% |
| Participation rate | 81.3% | 73.9%+7.3pp | 68.3%+12.9pp | 80.3%+0.9pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,365 | $3,909-39.5% | $2,973-20.5% | $4,751-50.2% |
| Participant deferral / active EE | $3,174 | $5,890-46.1% | $4,567-30.5% | $6,710-52.7% |
| Admin fee / account holder | $1,170 | $8,906-86.9% | $6,412-81.8% | $11,403-89.7% |