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 5-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 | $33,336 | $74,927-55.5% | $101,794-67.3% | $84,808-60.7% |
| Participation rate | 74.2% | 61.4%+12.8pp | 69.2%+5.0pp | 68.3%+5.9pp |
| Annual return | 16.80% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,728 | $1,522+79.2% | $2,289+19.2% | $2,631+3.7% |
| Participant deferral / active EE | $6,834 | $3,099+120.5% | $4,084+67.3% | $4,212+62.3% |
| Admin fee / account holder | $1,192 | $6,514-81.7% | $8,777-86.4% | $7,344-83.8% |