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 | $57,053 | $61,605-7.4% | $112,229-49.2% | $75,163-24.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 21.75% | 28.47%-6.7pp | 30.20%-8.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,715 | $2,015+34.7% | $3,430-20.8% | $2,670+1.7% |
| Participant deferral / active EE | $4,797 | $3,108+54.3% | $4,7980% | $4,125+16.3% |
| Admin fee / account holder | $1,273 | $4,862-73.8% | $7,748-83.6% | $5,651-77.5% |