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 | $72,331 | $117,841-38.6% | $102,423-29.4% | $145,922-50.4% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 10.93% | 31.65%-20.7pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,726 | $3,615-52.3% | $3,023-42.9% | $4,660-63.0% |
| Participant deferral / active EE | $2,740 | $5,731-52.2% | $5,053-45.8% | $6,688-59.0% |
| Admin fee / account holder | $609 | $13,326-95.4% | $9,451-93.6% | $13,397-95.5% |