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 | $37,157 | $227,553-83.7% | $189,557-80.4% | $167,490-77.8% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 17.79% | 78.40%-60.6pp | 64.17%-46.4pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,536 | $5,316-52.3% | $4,412-42.5% | $4,837-47.6% |
| Participant deferral / active EE | $8,184 | $7,002+16.9% | $6,174+32.6% | $6,341+29.1% |
| Admin fee / account holder | $2,858 | $11,878-75.9% | $9,807-70.9% | $12,309-76.8% |