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 3-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 | $15,168 | $74,888-79.7% | $71,209-78.7% | $142,382-89.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 23.98% | 345.14%-321.2pp | 282.51%-258.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,096 | $2,854-26.6% | $2,721-23.0% | $4,299-51.2% |
| Participant deferral / active EE | $3,300 | $4,454-25.9% | $4,175-21.0% | $6,507-49.3% |
| Admin fee / account holder | $867 | $5,568-84.4% | $5,349-83.8% | $12,624-93.1% |