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 8-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 | $45,574 | $89,753-49.2% | $107,525-57.6% | $84,808-46.3% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | 16.47% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,768 | $3,113-11.1% | $3,754-26.2% | $2,631+5.2% |
| Participant deferral / active EE | $6,528 | $4,056+60.9% | $5,116+27.6% | $4,212+55.0% |
| Admin fee / account holder | $8,234 | $7,222+14.0% | $8,919-7.7% | $7,344+12.1% |