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 | $43,545 | $114,381-61.9% | $107,525-59.5% | $142,382-69.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.36% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,904 | $4,015-2.8% | $3,754+4.0% | $4,299-9.2% |
| Participant deferral / active EE | $6,309 | $5,564+13.4% | $5,116+23.3% | $6,507-3.0% |
| Admin fee / account holder | $7,622 | $9,860-22.7% | $8,919-14.5% | $12,624-39.6% |