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 6-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 | $8,296 | $54,705-84.8% | $71,209-88.3% | $84,808-90.2% |
| Participation rate | 85.2% | 64.1%+21.1pp | 73.8%+11.4pp | 68.3%+16.9pp |
| Annual return | 18.60% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $720 | $2,158-66.7% | $2,721-73.6% | $2,631-72.6% |
| Participant deferral / active EE | $2,399 | $3,030-20.8% | $4,175-42.5% | $4,212-43.0% |
| Admin fee / account holder | $2,415 | $4,863-50.3% | $5,349-54.8% | $7,344-67.1% |