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 | $23,145 | $110,257-79.0% | $96,544-76.0% | $139,434-83.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 23.56% | 26.32%-2.8pp | 25.84%-2.3pp | 372.94%-349.4pp |
| Employer contribution / active EE | $3,037 | $3,620-16.1% | $2,965+2.4% | $4,751-36.1% |
| Participant deferral / active EE | $6,141 | $5,548+10.7% | $4,851+26.6% | $6,710-8.5% |
| Admin fee / account holder | $1,170 | $11,591-89.9% | $8,252-85.8% | $11,403-89.7% |