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 8-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 | $47,375 | $165,335-71.3% | $149,696-68.4% | $158,922-70.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 25.31% | 348.15%-322.8pp | 276.60%-251.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,483 | $5,103-70.9% | $4,644-68.1% | $4,761-68.8% |
| Participant deferral / active EE | $8,387 | $7,181+16.8% | $6,842+22.6% | $5,982+40.2% |
| Admin fee / account holder | $657 | $10,807-93.9% | $9,309-92.9% | $11,246-94.2% |