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 | $66,708 | $80,717-17.4% | $154,803-56.9% | $84,808-21.3% |
| Participation rate | 81.3% | 66.8%+14.4pp | 78.1%+3.2pp | 68.3%+12.9pp |
| Annual return | 16.91% | 37.96%-21.0pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,367 | $2,761+58.2% | $4,305+1.4% | $2,631+66.0% |
| Participant deferral / active EE | $7,278 | $3,303+120.3% | $5,540+31.4% | $4,212+72.8% |
| Admin fee / account holder | $5,346 | $6,746-20.7% | $14,329-62.7% | $7,344-27.2% |