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 | $121,345 | $80,717+50.3% | $154,803-21.6% | $84,808+43.1% |
| Participation rate | 86.8% | 66.8%+20.0pp | 78.1%+8.8pp | 68.3%+18.5pp |
| Annual return | 15.23% | 37.96%-22.7pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,103 | $2,761-23.8% | $4,305-51.1% | $2,631-20.1% |
| Participant deferral / active EE | $3,921 | $3,303+18.7% | $5,540-29.2% | $4,212-6.9% |
| Admin fee / account holder | $2,976 | $6,746-55.9% | $14,329-79.2% | $7,344-59.5% |