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 9-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 | $34,703 | $86,929-60.1% | $102,423-66.1% | $80,856-57.1% |
| Participation rate | 73.2% | 72.4%+0.8pp | 76.5%-3.3pp | 67.6%+5.5pp |
| Annual return | 14.75% | 18.88%-4.1pp | 29.32%-14.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,188 | $2,369-7.6% | $3,023-27.6% | $2,755-20.6% |
| Participant deferral / active EE | $4,112 | $4,118-0.1% | $5,053-18.6% | $4,296-4.3% |
| Admin fee / account holder | $604 | $8,049-92.5% | $9,451-93.6% | $6,918-91.3% |