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 | $43,182 | $77,899-44.6% | $149,673-71.1% | $75,163-42.5% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 25.10% | 31.72%-6.6pp | 134.42%-109.3pp | 160.62%-135.5pp |
| Employer contribution / active EE | $7,112 | $3,137+126.7% | $4,818+47.6% | $2,670+166.4% |
| Participant deferral / active EE | $5,126 | $3,411+50.3% | $5,680-9.8% | $4,125+24.3% |
| Admin fee / account holder | $858 | $5,956-85.6% | $13,210-93.5% | $5,651-84.8% |