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 9-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 | $41,689 | $105,126-60.3% | $94,646-56.0% | $139,434-70.1% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 17.26% | 38.03%-20.8pp | 156.71%-139.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,415 | $4,106-65.5% | $3,672-61.5% | $4,751-70.2% |
| Participant deferral / active EE | $5,109 | $7,599-32.8% | $7,418-31.1% | $6,710-23.9% |
| Admin fee / account holder | $466 | $8,984-94.8% | $7,231-93.6% | $11,403-95.9% |