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 | $31,922 | $82,882-61.5% | $127,761-75.0% | $72,985-56.3% |
| Participation rate | 81.3% | 71.5%+9.8pp | 79.0%+2.3pp | 69.5%+11.8pp |
| Annual return | 54.50% | 32.20%+22.3pp | 26.14%+28.4pp | 81.00%-26.5pp |
| Employer contribution / active EE | $3,374 | $3,346+0.8% | $4,574-26.2% | $2,440+38.3% |
| Participant deferral / active EE | $6,499 | $4,791+35.6% | $6,021+7.9% | $3,607+80.1% |
| Admin fee / account holder | $1,816 | $6,487-72.0% | $9,395-80.7% | $5,124-64.6% |