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 | $43,985 | $77,503-43.2% | $100,391-56.2% | $80,856-45.6% |
| Participation rate | 90.3% | 76.9%+13.4pp | 81.5%+8.8pp | 67.6%+22.7pp |
| Annual return | 15.54% | 37.20%-21.7pp | 49.20%-33.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,980 | $2,801+6.4% | $3,942-24.4% | $2,755+8.2% |
| Participant deferral / active EE | $4,988 | $6,820-26.9% | $8,082-38.3% | $4,296+16.1% |
| Admin fee / account holder | $936 | $5,897-84.1% | $7,899-88.2% | $6,918-86.5% |