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 4-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 | $20,481 | $68,719-70.2% | $91,541-77.6% | $84,808-75.9% |
| Participation rate | 81.1% | 64.5%+16.6pp | 69.8%+11.4pp | 68.3%+12.8pp |
| Annual return | 22.31% | 19.12%+3.2pp | 20.50%+1.8pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,778 | $1,920-7.4% | $2,505-29.0% | $2,631-32.4% |
| Participant deferral / active EE | $3,700 | $3,136+18.0% | $4,008-7.7% | $4,212-12.1% |
| Admin fee / account holder | $1,377 | $5,786-76.2% | $6,956-80.2% | $7,344-81.2% |