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 7-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 | $55,733 | $162,781-65.8% | $133,956-58.4% | $158,922-64.9% |
| Participation rate | 81.3% | 83.2%-2.0pp | 79.8%+1.4pp | 82.0%-0.7pp |
| Annual return | 22.91% | 41.94%-19.0pp | 45.09%-22.2pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,917 | $4,975-61.5% | $3,919-51.1% | $4,761-59.7% |
| Participant deferral / active EE | $4,082 | $5,911-30.9% | $5,048-19.1% | $5,982-31.8% |
| Admin fee / account holder | $347 | $11,736-97.0% | $8,927-96.1% | $11,246-96.9% |