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 | $48,187 | $115,882-58.4% | $100,516-52.1% | $158,922-69.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 17.68% | 34.79%-17.1pp | 30.89%-13.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,692 | $4,103-10.0% | $3,418+8.0% | $4,761-22.5% |
| Participant deferral / active EE | $9,151 | $6,674+37.1% | $6,270+45.9% | $5,982+53.0% |
| Admin fee / account holder | $4,663 | $10,995-57.6% | $8,081-42.3% | $11,246-58.5% |