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 | $14,219 | $54,705-74.0% | $71,209-80.0% | $84,808-83.2% |
| Participation rate | 82.1% | 64.1%+18.0pp | 73.8%+8.3pp | 68.3%+13.7pp |
| Annual return | 23.07% | 35.90%-12.8pp | 282.51%-259.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $1,247 | $2,158-42.2% | $2,721-54.2% | $2,631-52.6% |
| Participant deferral / active EE | $2,080 | $3,030-31.4% | $4,175-50.2% | $4,212-50.6% |
| Admin fee / account holder | $1,152 | $4,863-76.3% | $5,349-78.5% | $7,344-84.3% |