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 | $43,185 | $81,248-46.8% | $155,509-72.2% | $80,856-46.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.25% | 33.31%-18.1pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,636 | $3,100-15.0% | $4,672-43.6% | $2,755-4.3% |
| Participant deferral / active EE | $7,612 | $3,452+120.5% | $5,626+35.3% | $4,296+77.2% |
| Admin fee / account holder | $3,182 | $7,997-60.2% | $15,912-80.0% | $6,918-54.0% |