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 4-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 | $26,159 | $80,717-67.6% | $154,803-83.1% | $84,808-69.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 21.77% | 37.96%-16.2pp | 58.88%-37.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $3,855 | $2,761+39.6% | $4,305-10.5% | $2,631+46.5% |
| Participant deferral / active EE | $2,234 | $3,303-32.4% | $5,540-59.7% | $4,212-47.0% |
| Admin fee / account holder | $3,004 | $6,746-55.5% | $14,329-79.0% | $7,344-59.1% |