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 5-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 | $51,343 | $95,266-46.1% | $82,389-37.7% | $142,382-63.9% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.5%+3.8pp | 80.1%-6.8pp |
| Annual return | 15.40% | 25.74%-10.3pp | 28.67%-13.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,215 | $2,991+7.5% | $2,517+27.7% | $4,299-25.2% |
| Participant deferral / active EE | $3,635 | $4,809-24.4% | $4,155-12.5% | $6,507-44.1% |
| Admin fee / account holder | $11,027 | $8,563+28.8% | $7,231+52.5% | $12,624-12.6% |